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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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   Ashley Hill commented  ·  July 05, 2022  ·  Delete…

   Agreed! This would really help our practice.

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   Ashley Hill supported this idea  ·  July 05, 2022