David Mailloux
My feedback
2 results found
-
1,371 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
David Mailloux
supported this idea
·
-
182 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment An error occurred while saving the comment David Mailloux
commented
Looking to add a CPA who works in a CPA FIRM to attach to a client record via Membership.....create the firm as a business and then add the individual CPA as a Dept seems logical but then you can't add the dept record to the client via membership.....any other suggested ways to do this? I don't want UDF as the default.....I think the
David Mailloux
supported this idea
·
Actually, I think I have this figured out....it appears when you add a "dept" person to a business, they are NOT searchable as a true RT record is NOT created. If RT could add the functionality of adding a default yes or no when entering dept data (as in, "do you want to create a client record or not"....similar to "do you want to add a workflow to this changed address") that would solve a lot of issues. For those in the camp who strictly want to add a business in (like a 25 atty law firm as a business) but don't want to add the individuals of the business as full fledged RT records, they would just answer no and continue on. For those who want Atty Joe Sample who works at said 25 Atty firm to be a membership contact attached to a client record, they would answer yes and we now have the capability of adding Atty Joe Sample to a client membership. Whatcha say RT?