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1. activity in use alert

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Kristi Jordan supported this idea  ·  March 02, 2023

2. Best Interest (CRS) Dates

   20 votes

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   1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Kristi Jordan commented  ·  July 07, 2020  ·  Delete…

   I agree. It would be helpful to be able to update the Form CRS dates for multiple accounts at at time.

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   Kristi Jordan supported this idea  ·  July 07, 2020