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Jerry

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2 results found

  1. To Do:

    28 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Jerry commented  · 

    a Simple note in each client to use for: Ex. Best time to call or Ideas to discuss

    Jerry supported this idea  · 

  2. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jerry supported this idea  · 

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