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Leann

← Customer Feedback for Redtail Technology

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  1. Contact information for spouse - Would like button to automatically update/add contact information to spouse or other contact in a household

    82 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Leann commented  · 

    Along the same lines, if the address is changed for the head of household, the spouse's contact should automatically update as well. We should not have to do double data entry when updating shared contact information.

  2. PDF Orientation in Portrait or Landscape

    211 votes
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    29 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Leann supported this idea  · 

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