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1. Tracking maiden names and name changes.

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   9 comments  ·  Redtail CRM » Contact Record  ·  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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   Anonymous commented  ·  June 23, 2014  ·  Delete…

   I think it would be very helpful if you had the option to enter a client's Maiden name and also be able to search by it because sometimes it can be confusing if they were a client before they were married and you are trying to search for them by their maiden name and nothing comes up anymore.

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   Anonymous supported this idea  ·  June 23, 2014