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Kelly A

← Customer Feedback for Redtail Technology

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3 results found

  1. Be able to Archive an entire file.

    38 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kelly A commented  · 

    We're new to RT, OMG so frustrating that we can not figure out a way to hide Archived records. We found an old forum post recommending adding a team that had no members, but there are no team assignments in contact records any longer. We tried creating a dummy Servicing Advisor and switched our archived records to that, BUT there is no way to filter by servicing advisor. ... frustrating.

    Kelly A supported this idea  · 

  2. Workflow option to apply to married couple/family

    8 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly A supported this idea  · 

  3. Hide contact records that belong to former clients who have closed all accounts

    16 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kelly A supported this idea  · 

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