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Jennifer B

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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Jennifer B commented  · 

    I just tried to add an activity for a client. #1, it does not prompt you to add a contact... that option is way over on the right side of the screen making it very easy to forget to designate a contact. Then when tried to add the contact, only nicknames and last names were listed. So I had about 3-4 John Whites to choose from. I need to see John A. White, Jr. And John A. White, III. And so on.

    Jennifer B supported this idea  · 

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