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Rebekah J Clough

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My feedback

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  1. When adding employment to a client please don’t automatically create a separate contact for the employer

    49 votes
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    7 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Rebekah J Clough supported this idea  · 
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    Rebekah J Clough commented  · 

    we do not need a "business contact" created every time we input a client's employer. Please make this a feature we can turn off, so we are not cluttering the database, and also not kicking off automated workflows for unimportant information!

  2. Birthday calendar reminder on individual user calendar

    47 votes
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    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Rebekah J Clough supported this idea  · 

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