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1. Albridge Feed Missing Company Name and Registration Type

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   19 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

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

   Tom supported this idea  ·  Dec 8, 2022
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   Tom commented  ·  Dec 8, 2022  ·  Delete…

   This seems like an easy get with coordination with Albridge. The fields are in Redtail Data base. Just a matter of have Albrideg pass it on. Is this still open. If not please re-consider. It will have huge benefits for our Firm.

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2. Navigation on Reports

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Tom shared this idea  ·  Dec 4, 2020