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  1. 1,918 votes
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  2. 86 votes
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  3. 36 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    When I first add in a "new client" it gives me a place to put in a cell phone, but doesn't give me the ability to put in the spouses cell phone or email address on that initial screen. I have to save the file, then go back and open up the spouses information to add in a cell phone and email address. It would save time and effort if I could add them on the initial client creation screen.

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