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Craig Horvath

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  1. Remove client anniversary reminder if client is terminated

    23 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Craig Horvath supported this idea  · 
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    Craig Horvath commented  · 

    To add on to this comment, when a client is no longer a client or a spouse passes away, we should be able to "disable" the anniversary reminder as we can for birthdays. Essentially, the system is requiring us to remove the wedding anniversary date in order not to receive these reminder. Not something we will do despite a client leaving the firm or a death of a spouse. We DO NOT delete relevant data points on clients or former clients.

  2. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    80 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Craig Horvath supported this idea  · 

  3. synchronize wedding anniversary

    58 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Craig Horvath supported this idea  · 

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