My feedback

1 result found

1. Trusted Contact

   181 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   15 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the 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!

   Carol supported this idea  ·  Jan 22, 2021
   An error occurred while saving the comment
   Carol commented  ·  Jan 22, 2021  ·  Delete…

   We also need this from the Compliance standpoint. Compliance wants to which clients do/do not have a Trusted Contact. We need a searchable field, not a UDF. Sooner is better - thank you.

   Save Submitting...