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1. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Dec 26, 2020

2. Customizable Beneficiary Report

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Dec 26, 2020