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Deborah Burnett

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  1. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Deborah Burnett commented  · 

    Please allow custom fields to be added to Personal Profile Form. Specifically we would like to add Pets and Memberships to that form so we could track all of our clients pets names/DOB.

    Deborah Burnett supported this idea  · 

  2. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    87 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Deborah Burnett supported this idea  · 

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