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Brent Smith

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3 results found

  1. I feel that Memberships should be on the Front of the Contact Group page.

    27 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Brent Smith supported this idea  · 

  2. Add an Estate Planning Tab

    103 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Brent Smith supported this idea  · 
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    Brent Smith commented  · 

    This would be a great addition to Know Your Client/Cl Review/Written Agreemts Review. Also allow this to be editable fields so we can label our own and organize in order of preference.

  3. Need a spot to add beneficiary info without creating beneficiary as a contact.

    205 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Brent Smith supported this idea  · 

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