Link more than two contacts as account owners
I have a trust account with 3 trustees on it and I can link two of them as owners but not the third. I need to be able to link all of them. I would also like to mark them as Trustee, not owner. Basically you need a section in the account to Link contacts and let us pick the contact and what they are (similar to how memberships are linked)
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
this suggestion is already listed and has more votes here: https://feedback.redtailtechnology.com/forums/281220-crm/suggestions/7867119-link-account-to-multiple-contacts