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1. Filter indiviual advisor's client's birthday reminders.

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   11 comments  ·  Redtail CRM » Calendar  ·  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!

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   Kirsten Renvyle commented  ·  September 27, 2016  ·  Delete…

   I work for two different advisors who work under the same Retail profile, and when running Birthday Reminders all clients come up. It would be helpful if there was a way to filter the Birthday Reminders by advisor, because one advisor doesn't need to be reminded of the other's client's birthdays.

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   Kirsten Renvyle supported this idea  ·  September 27, 2016