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1. When adding employment to a client please don’t automatically create a separate contact for the employer

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   7 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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   Elizabeth Slack commented  ·  April 12, 2019  ·  Delete…

   I completely agree - not all client's employers are also clients of ours. The employer should just be something that is filled in - not then become a new contact.

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