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Hannah J

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  1. Contact information for spouse - Would like button to automatically update/add contact information to spouse or other contact in a household

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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Hannah J commented  · 

    When a client is deceased you can easily move over the notes with the "move notes" tab to the surviving spouse. However, we need an easier way to move over the contact card, keywords, and tag groups. We want to keep the deceased profile information for our records so we cannot simply merge the contact. Copying and pasting each piece of the information is a pain. Even when creating a new profile for a new client you have to copy and past all of the information into the spouses profile.....cant there be an option to make the client information match the spouses on entry??

    Hannah J supported this idea  · 

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