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1. Notes - Click Button to Add to Household

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   7 comments  ·  Redtail CRM » Notes  ·  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!

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   Troy commented  ·  Aug 14, 2017  ·  Delete…

   when you are adding a note in someones profile allow the spouse of the person to be seen so you can add them to the note

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   Troy supported this idea  ·  Aug 14, 2017