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Adam Rex

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  1. dont delete activity when multiple users are in same activity

    19 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Adam Rex supported this idea  · 
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    Adam Rex commented  · 

    Google docs, Dropbox, etc have figured this out. Most other databases have systems in place to ensure that records being simultaneously updated don't lose data.

  2. Billable Time Tracking

    380 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Adam Rex commented  · 

    Great idea - and probably going to become more necessary as more advisors do "fee for plan" type work.

    Adam Rex supported this idea  · 

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