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1. 1) Create a way to list important alerts on CRM files as a moving banner on the client contact page

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   2 comments  ·  Redtail CRM » Alerts and Warnings  ·  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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   Anonymous commented  ·  January 13, 2021  ·  Delete…

   I agree with some type of banner for fraud alert. We just had a client have identity theft and I feel the CRM does not have a good option for my staff too see this. The fraudster has a lot of important client info and I want to keep everything we have safe. Something better than noting in Important Info is needed

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   Anonymous supported this idea  ·  January 13, 2021