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1. Automatically update Marital Status to Married if attached as a spouse

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   4 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Paul MacDonald commented  ·  March 01, 2012  ·  Delete…

   When entering data, how about allowing for marital status & *** to be entered with all the other data? Also, when you click married for one spouse, how about defaulting to married for the other.

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   Paul MacDonald supported this idea  ·  March 01, 2012