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1. Trusted Contact

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   13 comments  ·  Redtail CRM » Contact Record  ·  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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   Anonymous commented  ·  March 29, 2018  ·  Delete…

   I agree with Chris. The Primary Contact field is redundant with the all contact information being displayed on the right side of the screen. Changing the Primary Contact field to a Trusted contact field would be very helpful for us and other advisors.

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   Anonymous supported this idea  ·  March 29, 2018