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  1. 262 votes
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  2. 28 votes
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  3. 1,345 votes
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    Anonymous commented  · 

    It would be nice to see all connections/relationships listed under the membership section. For example, if you add a spouse and children under the household, they would show up under membership along with any adult children you add. Also, if you add someone under the Professional Contact section, it would show up under memberships as well. That would give you one place to see all relationships...instead of the multiple places you have to look currently.

    Would be nice if this also worked for the employment fields. If you add a business under employment, it would also show up under membership. It would be nice if the Employer field (which currently shows under membership) would also show under Employment.

    Anonymous supported this idea  · 
  4. 325 votes
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  5. 364 votes
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  6. 146 votes
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  7. 148 votes
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    Anonymous supported this idea  · 
  8. 756 votes
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  9. 336 votes
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  10. 77 votes
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  11. 95 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Servicing advisor change would be a great one!!

  12. 529 votes
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  13. 494 votes
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  14. 373 votes
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  15. 842 votes
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  16. 11 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  17. 910 votes
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  18. 28 votes
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  19. 111 votes
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  20. 765 votes
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