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Kimberly Krueger

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My feedback

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  1. Sorting of "Activities"

    199 votes
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    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Kimberly Krueger supported this idea  · 

  2. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    114 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kimberly Krueger supported this idea  · 
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    Kimberly Krueger commented  · 

    If I have a client with the name John 'John' W. Smith and John 'Jonny' W. Smith Jr., when I go to link a beneficiary to an account, or owner or insured, it comes up with just John Smith. I have to guess which John to use. It would be nice to not have to guess. Thanks!

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