Russell L.

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  1. 9 votes
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    Russell L. shared this idea  · 
  2. 46 votes
    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Russell L. commented  · 

    I noticed when creating a family some things that should be obvious
    to link together in fact don't. For instance I enter John Doe and
    select that he is married and input the anniversary date. When I go to
    his spouse's contact page, it'll say "Married to John Doe"
    underneath the name. However, in the section of married/anniversary it
    is left blank still.
    The system obviously knows how to link some information because when I
    input a home address or home phone number, it will copy it to the
    person I have selected as the contact's spouse.

    Russell L. supported this idea  · 

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