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1. birthday reminder

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   3 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  March 16, 2016  ·  Delete…

   Only certain people in the office need to be aware of client birthdays. Operation staff do not need the reminder. It would be great in the preferences if instead of picking the number of days before the date to be reminded, we could turn it off. Same for client reviews. Operations staff do not need to be reminded for reviews.

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