Birthdays
When I choose to "Show Client birthdays" in Preferences I'd like to see only client birthdays not all of my vendors, centers of influence etc.
30
votes
David Newbill
shared this idea
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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Brian commented
Would love to add the additional option to only show birthdays that I am assigned to as the advisor.