Anonymous
My feedback
2 results found
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119 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!
An error occurred while saving the comment Anonymous
supported this idea
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394 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Anonymous
commented
Along the same lines, I would like to set it up so that when I add a note, whether primary or secondary, it would automatically copy to the spouse. I currently add the spouse's name to the "copy to" field for primary notes. For secondary notes, I need to copy and paste to the spouse.
We would like to be able to go into a setting to opt in for notes to automatically copy to anyone linked to the client (spouses). At this time we manually copy to spouses, but since we do this every time, we'd like to be able to set it up to do so automatically.