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How can we improve Redtail Technology's CRM?

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check a box to update the spouse's Know Your Client

an option to check a box when updating a clients last review date to also update the spouse would be very time saving

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makenna shared this idea  ·   ·  Report…  ·  Admin →
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  • Lauren Hollenkamp commented  ·   ·  Report

    In the same vein, any client update made in a "Household" record, should automatically reflect on the Spouse too. Sure maybe not every note is applicable to the other person, however I know I would prefer a holistic view of the household vs. individual.

  • Ethan Klee commented  ·   ·  Report

    Alternately, for spouse linked contacts - lets have a toggle button that lets up click to the other spouses name and display their KYC section.

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