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Anna Csernak

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  1. Ownership - Type of Ownership: Additional Fields Needed

    10 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anna Csernak commented  · 

    Yes please expand the choices. Individual TOD and Joint TOD also needed. Thank you.

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    Anna Csernak commented  · 

    Yes please add these fields and also add Individual TOD and Joint TOD

  2. ABILITY TO INCLUDE INSURANCE POLICIES ON CRM

    97 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anna Csernak supported this idea  · 

  3. add the operand 'not like' or 'does not contain'

    27 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anna Csernak supported this idea  · 

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