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Cheryl Bowley

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  1. 1,371 votes
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    Cheryl Bowley commented  · 

    I agree on this. I just started with my company roughly 5 months ago and they did not know that you had to tie other family members under the membership tab. I am now having to go through each client and untie children that are on their own, as well as the other family members. It is very time consuming and would make it easier if it was all done under the family tree.

    Cheryl Bowley supported this idea  · 
  2. 114 votes
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    Cheryl Bowley supported this idea  · 
  3. 348 votes
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    Cheryl Bowley supported this idea  · 
  4. 42 votes
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    Cheryl Bowley supported this idea  · 
  5. 570 votes
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    Cheryl Bowley supported this idea  · 
  6. 428 votes
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    Cheryl Bowley supported this idea  · 
  7. 452 votes
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    Cheryl Bowley supported this idea  · 
  8. 425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Cheryl Bowley supported this idea  · 

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