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Angela Block

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  1. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Angela Block supported this idea  · 

  2. Auto-Assign CSA Role Based on Advisor

    38 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Angela Block shared this idea  · 

  3. When creating new activity, give users the option to make the "more details page" the default.

    803 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Angela Block commented  · 

    There is another topic out there specifically regarding this called "create activity put description box back please". It has more votes, so maybe this can be consolidated with that one??

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    Angela Block commented  · 

    I STRONGLY AGREE!

    Angela Block supported this idea  · 

Feedback and Knowledge Base

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