employer/employment info
We want to start using the client profile print out at client meetings and want the employer information but we DO NOT want the Employers as contacts. We thought we could put it under the section of Know Your Client but that doesn't feed to the profile page! Why can't you give us a choice about creating a employer contact???
23
votes
Debi
shared this idea
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!