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Kathleen Tillman

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  1. 373 votes
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    Kathleen Tillman supported this idea  · 
  2. 1,242 votes
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  3. 1,371 votes
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    Kathleen Tillman supported this idea  · 
  4. 271 votes
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  5. 119 votes
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    7 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kathleen Tillman supported this idea  · 
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    Kathleen Tillman commented  · 

    I would like to be able to add notes to the household as a whole. In other words, instead of adding notes to each individual contact, I would like to be able to add notes through the household its self if it is created. So, if I created "The Jones Family" with David and Alice Jones as members, I wanted to add the notes to "The Jones Family" and have it show up without having to copy notes to both contacts each time. Right now, the only way to efficiently see notes for both people is to just create one contact for entire household. This then causes us to lose other efficiencies in the system, such as a birthday report.

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