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Brittany Farris

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  1. automation trigger for advisor change

    95 votes
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    5 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Brittany Farris supported this idea  · 

  2. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Brittany Farris supported this idea  · 
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    Brittany Farris commented  · 

    This feature would be of great value to our firm as well. Maybe build a function that recognizes Client's with RMD by their birthday, then we as users can pull a list of these clients from a serach....

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