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Brad

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  1. access "Departments" in the app

    4 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Brad shared this idea  · 

  2. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Brad commented  · 

    Add the Membership section back on the main contact page as it was before. This allows me to see all the referrals this person sent on the first page. This is extremely important to know, especially when a client calls in from "out of the blue." also, when adding the "referred by" section of the contact, it should be a link instead of just text.

    Brad supported this idea  · 

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