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1. When entering a new contact we need an option for ESTATE

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   4 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!

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   Daniel Hill commented  ·  June 28, 2022  ·  Delete…

   I believe the solution is when you create a new contact there should just be two options that appear first. "INDIVIDUAL" and "ENTITY". If you select "ENTITY" then there should be further classification as to what type of entity that is. It would be helpful to have a list of options to choose from. We have LLC's, Associations, Estate's, C Corps, S Corps, Sole Prop's, Etc. It would be nice to have this as an option implemented sooner rather than later please.

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   Daniel Hill supported this idea  ·  June 28, 2022