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Joanne Burks

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  1. SHOW BENEFICIARY INFO IN CUSTOM REPORTS

    137 votes
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    8 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Joanne Burks supported this idea  · 

  2. Filter indiviual advisor's client's birthday reminders.

    128 votes
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    11 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Joanne Burks supported this idea  · 
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    Joanne Burks commented  · 

    Advisors want to see birthday reminders for their clients only. Adding the ability to sort birthday reminders by Advisor would allow for quick view on the calendar or in a Quicklist not cluttered by other detail that is not needed

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