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

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   11 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  April 21, 2016  ·  Delete…

   On the overview page the "Contact's By" Status, category and source currently are displayed for everyone. It would be really nice to be able to drill down and show it per advisor / representative. We are able to do this for the notes and activities, I think it would make this overview page more meaningful if you can be specific to your own activities.

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   Anonymous supported this idea  ·  April 21, 2016