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Curtis

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  1. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    80 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Curtis supported this idea  · 

  2. Field for date of spouse's death

    18 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Curtis supported this idea  · 

  3. Add an "enable reminder" feature for ALL dates

    56 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Curtis commented  · 

    Marital Status - Anniversary (reminder)
    A check box like the birthday calendar reminded to enable (or not if left blank) in the individual contact record.

    Curtis supported this idea  · 

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