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  1. 322 votes
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  2. 134 votes
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  3. 759 votes
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  4. 30 votes
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    Anonymous supported this idea  · 
  5. 148 votes
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    Anonymous supported this idea  · 
  6. 842 votes
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  7. 197 votes
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    Anonymous supported this idea  · 
  8. 54 votes
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    Anonymous supported this idea  · 
  9. 15 votes
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    Anonymous shared this idea  · 
  10. 373 votes
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    Anonymous commented  · 

    I would love this. We utilize so many different instructions in the workflows. Sometimes it would be nice to be able to attach an example, instead of having to convey everything through text.

    Anonymous supported this idea  · 
  11. 23 votes
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    3 comments  ·  Redtail CRM » Family  ·  Admin →
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  12. 18 votes
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  13. 128 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Filter "today's birthdays" that show on the dashboard to reflect specific advisor's clients.

  14. 420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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  15. 420 votes
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  16. 15 votes
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    Anonymous supported this idea  · 

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