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1. Birthdays Emailed

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   4 comments  ·  Redtail CRM » Settings & Preferences  ·  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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   christine commented  ·  May 26, 2016  ·  Delete…

   Alert advisor via email or calendar of client birthdays.

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   christine supported this idea  ·  May 26, 2016