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Leisl Dodson

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  1. Link Account to Multiple Contacts

    93 votes
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    7 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this 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!

    Leisl Dodson supported this idea  · 
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    Leisl Dodson commented  · 

    We have many insurance and securities accounts owned by trusts and insured may not be a trustee or primary trustee so account does not show under them or their portfolio balance. It makes it hard to keep track of clients' insurance coverage or securities balances. A link that is similar to Joint Owner for the Insured(s) would be a great help. Or more fields if Trust is selected as ownership type.

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