When adding a note to a client, it would be helpful if there was a prompt to link the note to their spouse.
I often forget to link a spouse to a note. For example; I send an email to a couple, and add it as a note in RedTail. Then, a few days later I might be in the spouses' account, and not see the note about the email I had just sent them. I don't always want to have notes in both spouses accounts, but it would be helpful if I was prompted to save it to the spouse when saving the original note.
Additionally, it helps other users going into the accounts to be able to see the notes in the spouses account.
33
votes
Anonymous
shared this idea