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Jaimi Riley

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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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    Jaimi Riley supported this idea  · 
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    Jaimi Riley commented  · 

    In our office we list any children living in the household in the family section and then any children that are no longer living in the household are listed as "child of client' under memberships. It would helpful for any person with a status "child of client" under memberships to be populated as well onto the Personal Profile Form.

  2. Creator receiving own team email notification

    42 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jaimi Riley shared this idea  · 

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