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Tony Johnson

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3 results found

  1. Out of Surrender Date

    7 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Tony Johnson shared this idea  · 

  2. Assign Activity to Team

    155 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Tony Johnson supported this idea  · 
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    Tony Johnson commented  · 

    This would be very useful for our firm as well. Any updates on this?

  3. Morningstar - Make Reports on Family

    79 votes
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    6 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Tony Johnson commented  · 

    Would like to be able to add Morningstar Reports other than the 3 standard reports that are currently available.

    Tony Johnson supported this idea  · 

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