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Ginger Young

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  1. Add roles to the main page for a contact

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    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Ginger Young commented  · 

    Actually, we use the Servicing Advisor and Writing Advisor in our practice, and we like having it where it is on a contact's main page. We are not opposed to seeing the roles listed below the Servicing and Writing Advisor fields, but we definitely do not want them removed from the main page. We are in the middle of two very large book transitions and need to see the Servicing and Writing Advisors at a glance when answering a client phone call to know which advisor services their account. It differs from the Writing advisor about 50% of the time in our firm.

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