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1. Notes - Click Button to Add to Household

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   7 comments  ·  Redtail CRM » Notes  ·  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!

   Anonymous supported this idea  ·  May 23, 2019
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   Anonymous commented  ·  May 23, 2019  ·  Delete…

   When adding notes to Redtail there needs to be a box that you can check called "Copy to spouse" so that you don't have to scroll through hundreds of "Smith's" to find the spouse.

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