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1. Include Trusts in the Family Portfolio Value

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   24 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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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   Anonymous commented  ·  May 18, 2017  ·  Delete…

   It would be terrific if Primary Contact fields could be part of Business, Association, Trusts and Unions that would allow bulk emails to be sent addressing a specific person instead of the Business, Assoc, Trust or Union name.

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   Anonymous supported this idea  ·  May 18, 2017