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Rosalyn Davis

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4 results found

  1. Laserapp - Memberships

    463 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Rosalyn Davis supported this idea  · 
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    Rosalyn Davis commented  · 

    Membership population for our Company Contacts would be extremely helpful for population of Authorized Individual Information directly from REDTAIL into Group Retirement Plan Paperwork other Plan Level/ Company level forms.

  2. Include Trusts in the Family Portfolio Value

    254 votes
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    25 comments  ·  Redtail CRM » Family  ·  Admin →
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  3. I need additional Mail Merge Fields

    545 votes
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    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Rosalyn Davis supported this idea  · 

  4. When creating new activity, give users the option to make the "more details page" the default.

    792 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rosalyn Davis commented  · 

    I agree.

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    Rosalyn Davis commented  · 

    Much needed enhancement to this feature. Great idea!

    Rosalyn Davis supported this idea  · 

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