Erin Gneiting
My feedback
3 results found
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23 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!
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107 votes
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!
Erin Gneiting
supported this idea
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67 votes
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!
Erin Gneiting
shared this idea
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Hello! Just adding to this idea. In your release notes today you announced the option to now view "family documents" in a Contacts CRM Document Storage area. This would be so awesome if you could add a box to "show family Important Information" in the "!"/Important Info box for each client so we could view important info for both husband and wife in one box.