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Derek Pilkington

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  1. Add roles to the main page for a contact

    177 votes
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    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Derek Pilkington supported this idea  · 

  2. Please add the option to a bulk 'Review Frequency' change

    46 votes
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    4 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Derek Pilkington supported this idea  · 
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    Derek Pilkington commented  · 

    Agreed!! This would be a huge feature as we have over 1,000 households between 3 advisors (I know, too many), and we are changing our service model which includes changing our review schedule. Having a way to make bulk changes to review dates for different client categories/segments would be a very valuable feautre.

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