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bquinney

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  1. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    bquinney supported this idea  · 

  2. Allow customization of "Written Agreement Review" types

    163 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    bquinney commented  · 

    Add a field for 17a3 offering under the "Written Agreements Review" section. Also adding the ability to bulk add a date to that section would be beneficial in that we send our privacy policy in bulk to all our clients once a year.

    bquinney supported this idea  · 

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