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1. When adding employment to a client please don’t automatically create a separate contact for the employer

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   8 comments  ·  Redtail CRM » Contact Add Screen  ·  Delete…  ·  Admin →
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   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!

   Rebekah J Clough supported this idea  ·  May 20, 2019
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   Rebekah J Clough commented  ·  May 20, 2019  ·  Delete…

   we do not need a "business contact" created every time we input a client's employer. Please make this a feature we can turn off, so we are not cluttering the database, and also not kicking off automated workflows for unimportant information!

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