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Todd Talbot

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  1. Portfolio Reporting

    297 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Todd Talbot commented  · 

    Additionally, the a UDF or a comment line should be added so general comments can be made about the policy (perhaps the purpose, dividend option selected, etc.)

    Todd Talbot supported this idea  · 

  2. Make ALL Fields Searchable in the Advanced Search

    218 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Todd Talbot supported this idea  · 

  3. More automation triggers

    33 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Todd Talbot supported this idea  · 

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