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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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   Dawn Thornton commented  ·  May 11, 2016  ·  Delete…

   This is a major issue in our office. Please address quickly.

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   Dawn Thornton supported this idea  ·  May 11, 2016