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Anonymous

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  1. Filter client reviews and birthdays by user

    152 votes
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    12 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous commented  · 

    There should be a way to filter client review dates on the calendar by advisor. For example, when I am on my calendar and select show client reviews from the Actions drop down box, it shows every advisor in our office. Its too overwhelming to use. It should only show my clients.

    Anonymous supported this idea  · 

  2. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

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