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Patrick Thompson

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3 results found

  1. Altruist integration with account opening and importing daily account values

    27 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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    Patrick Thompson supported this idea  · 

  2. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Patrick Thompson supported this idea  · 

  3. insurance

    61 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Patrick Thompson shared this idea  · 

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