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Angela Block

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5 results found

  1. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Angela Block supported this idea  · 

  2. Assign Roles to Specific Teams | Advisor, Assoc. Advisor and (CSA) Client Service Associate of Team

    22 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Angela Block supported this idea  · 

  3. Linked Notes & Linked Documents to be shown in Activity via date/time stamp

    11 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Angela Block supported this idea  · 

  4. 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  · 

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

    765 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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