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1. Notes to head of household automatically copy to spouse's contact

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   4 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  Aug 11, 2020
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   Anonymous commented  ·  Aug 11, 2020  ·  Delete…

   It would be nice to have notes automatically post to the head of household's spouse with having to "copy to another contact" - especially when notes auto copy to one spouse from a CRM like myrepchat

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