Cheryl

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2 results found

1. Please add Memberships to the Profile Form

   146 votes

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   15 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Cheryl supported this idea  ·  Jan 18, 2017

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

   220 votes

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   4 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Cheryl supported this idea  ·  Jan 18, 2017