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Copy Roles selection to the Spouse in a new contact

Now that you can select Roles in the Contact Add Screen, could the system copy those Roles to the spouses record, if they are also setup in the same screen? I noticed that Permissions copy over, but the Roles did not.

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Travis Crowell shared this idea  ·   ·  Report…  ·  Admin →
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Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded  · 

Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

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  • Travis Crowell commented  ·   ·  Report

    It's been 2 years since this request, please advise if this being worked on.

Redtail CRM: Contact Add Screen

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