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1. add 'Servicing Advisor' or 'Writing Advisor' to Account Level so that we can pull reports based on these two criteria..

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   3 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

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   Faith Morales commented  ·  December 28, 2021  ·  Delete…

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