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Mike Tarrant

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  1. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    175 votes
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    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Mike Tarrant commented  · 

    Please add the same filtering functionality that is in the "To Do" section of the Today screen to the Workflow section of the Today screen.

  2. Birthday calendar reminder on individual user calendar

    47 votes
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    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Mike Tarrant commented  · 

    Sounds good to me, too.

  3. Add roles to the main page for a contact

    177 votes
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    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Mike Tarrant commented  · 

    Yes, please add roles to main page under client details, near/adjacent to writing and servicing advisor.

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