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Erica Sweeney

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  1. adult children

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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Erica Sweeney supported this idea  · 
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    Erica Sweeney commented  · 

    This would be a major improvement and should be prioritized.

    It's a necessity for people with the same exact name, or for divorced spouses, business partners on joint accounts, etc.

    It's very tricky to try to determine relation, especially when they have age / last name that gives no indication they're a part of an existing client's family/network.

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