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Kurt Reif

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  1. 420 votes
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    Kurt Reif commented  · 

    Can we also make the "Contact Is" their job title?

    Kurt Reif supported this idea  · 
  2. 359 votes
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    Kurt Reif supported this idea  · 
  3. 31 votes
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    Kurt Reif supported this idea  · 
  4. 51 votes
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    Kurt Reif commented  · 

    This would also be great with my Broker Dealer. Now I would know that Joe Smith is head of compliance and Joe Smith Sr is in Suitability.

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  5. 139 votes
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    Kurt Reif commented  · 

    Previously, we would be able Bulk Add workflows. This worked great when we had 18 client meetings needed to set for August where we have a workflow to partition work. The previous version of Redtail had this feature. Tailwag does not. A new feature, using the drop down box to Add a work flow would be nice. Next to add a Activity... Note.

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  6. 379 votes
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    Kurt Reif supported this idea  · 

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