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John broderick

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6 results found

  1. add client review reminder to the mobile ap

    112 votes
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    Planned  ·  13 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    John broderick supported this idea  · 

  2. Create a Client Review at the Household Level

    111 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    John broderick supported this idea  · 

  3. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    John broderick commented  · 

    it takes 4 clicks just to assign a task to someone. There should be a drop down menu with people in your office to assign task too

    John broderick supported this idea  · 

  4. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    John broderick supported this idea  · 

  5. Laserapp - Memberships

    460 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    John broderick supported this idea  · 

  6. UPS and FEDEX

    47 votes
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    3 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    John broderick supported this idea  · 

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