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Kimberly Jungas-Samson

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  1. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Kimberly Jungas-Samson supported this idea  · 

  2. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kimberly Jungas-Samson commented  · 

    I would also like to see an option to add a dollar amount and frequency. If we have clients set up to make monthly payments I would like to be able to customize the dollar amount they owe and to be able to mark monthly, quarterly or annual pymt method.

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