Employer
We would like the Client to have an Employer card much like the Contact card, that doesn't create a new contact as many of these ideas have also suggested. In redtail we have to put Employer under their name in the top of screen and job title. The Job title does NOT transfer into the know your client professional tab or profession?? Is there a way to get this all to show in one place via a Employer card? We need to know our clients employers and how much they make and all but to have to look into multiple spots to get this info is kinda extra. Thank you
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