Valerie Martin
My feedback
3 results found
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254 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!
Valerie Martin
supported this idea
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238 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
Valerie Martin
supported this idea
·
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542 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!
Valerie Martin
supported this idea
·
Not sure if my comment is a separate issue or if it will fall under this one. When I run a search for a contact and that contact is a business or an individual the search results will pull up all other contacts that are part of the memberships. When searching on a trust or a person with a trust, the search results do not include memberships. Theoretically I can see how this problem would be solved with adding the trust to a household so that is why I am not sure if this should be a separate issue.