When entering a new contact we need an option for ESTATE
When entering a new contact we need an option for ESTATE
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!
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Ashley Hill commented
Agreed! This would really help our practice.
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Daniel Hill commented
I believe the solution is when you create a new contact there should just be two options that appear first. "INDIVIDUAL" and "ENTITY". If you select "ENTITY" then there should be further classification as to what type of entity that is. It would be helpful to have a list of options to choose from. We have LLC's, Associations, Estate's, C Corps, S Corps, Sole Prop's, Etc. It would be nice to have this as an option implemented sooner rather than later please.
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Kristen Crouthamel commented
AGREE
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Leo O'Connor Jr commented
I agree. At the moment I am just putting those in as trusts and if I want a list of just estates I just search for contacts with the word 'estate' in the title. It isn't perfect for sure.