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1. add a new word to status

   7 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Ray Tucker supported this idea  ·  Jan 2, 2023

2. account status

   22 votes

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   2 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Ray Tucker supported this idea  ·  Dec 8, 2021
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   Ray Tucker commented  ·  Dec 8, 2021  ·  Delete…

   I agree 100% with this idea. It will help by allowing a quick glance if a policy lapsed, surrendered, death claim without having to open the account.

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