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1. Notes to head of household automatically copy to spouse's contact

   25 votes

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   4 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  ·  Jul 13, 2020  ·  Delete…

   We ONLY post to head of household so it would only duplicate information and waste space on my end.

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2. link contact to note after note is posted

   38 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jul 13, 2020