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Thane McCready

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  1. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Thane McCready supported this idea  · 

  2. Need a spot to add beneficiary info without creating beneficiary as a contact.

    202 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Thane McCready commented  · 

    Maybe the account tab not the contact tab would be the best place to put this. The client could have more than one account, with different beneficiaries on each account.

    Thane McCready supported this idea  · 

  3. Workflow Flow Chart

    346 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Thane McCready supported this idea  · 

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