Contact Record
Contact Record - when adding an employer, a new contact record is automatically created for the employer/company. The status is listed as non-specified. Would like to see RT automatically list the company as BUSINESS or EMPLOYER. I am cleaning up our database and I have tons of NON SPECIFIED records. If I delete the record, IT DELETES IT FROM THE CLIENT'S CONTACT RECORD. Not good... Also, if i change the status of the client to prior client or if I delete a client, the contact record for the employer still remains. It should transfer along with the client contact record.
When listing children of a client, they also remain in the database when you delete a client or change the status of it. Yikes!
RT should really find a better way. Our data base is a mess because of these two issues. I would love to discuss with you!