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  1. Add Opportunity Notes to Linked Contacts

    149 votes
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    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous supported this idea  · 

  2. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous commented  · 

    When you go into "Relationships", under "Know Your Client", give us an export option or a template of some sort to create a visual family tree. This way advisors can clearly see a chart **** out in front of them of who the client is associated with and determine where there are opportunities for referrals.

    Anonymous supported this idea  · 

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