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Sarah Ad

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  1. Link Account to Multiple Contacts

    102 votes
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    8 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this 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!

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    Sarah Ad commented  · 

    If this was possible it would really help us with 401k business, where accounts are under the 401k tax id but need to be linked to a participant Redtail record.

    Sarah Ad supported this idea  · 

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