Krista
My feedback
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33 votesKrista
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31 votes
An error occurred while saving the comment Krista
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39 votesKrista
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56 votesKrista
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21 votes
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!
Krista
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22 votesKrista
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35 votesKrista
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When I started, I found that other people prior to me would make an important note on only one spouses' contact page, leaving the other person's blank. We have spouses who have been our system for years and only one of their profiles is maintained. This has caused countless problems for me.
I have had to copy years old information to the spouses profile, which makes it look like I was the one who created the note that day, so I have to follow it up with another note saying the last update and to see the spouse's profile.
I recently learned that if I create a follow-up activity for the old note, I can tag the spouse in it and after deleting the activity, the note is still connected to that spouse's profile.
This is highly inefficient and tedious work, especially when there could be a dozen notes that need to be on both profiles, let alone having to do this on multiple profiles. Being able to just drop down a menu and clink "Link Contact" would save me so much work....
Thank you.