Date of Trust/Amendment Date to Trust Contacts
Date of Trust/Amendment Date to Trust Contacts
We would love to see a Date of Trust and Amendment Date fields in the contact details section for Trust contacts, underneath the TIN field. Similar to how you can enter DOB and DOD information in the same area as SSN for individual clients.
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Jessica Houska commented
Has there been any progress on adding this feature to RedTail Contacts for Trusts and Businesses? This is extremely important to the way our company operates with our clients. If it cannot get added sometime soon, then I do not know that we will be able to start utilizing the system more in a way that it will work for our company. Thank you!
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T. Newquist commented
This would be extremely helpful especially when households have multiple Trusts.