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Osvaldo Cisneros

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10 results found

  1. Withdrawal Option

    17 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  2. Add ability to customize withdrawal information under payments

    19 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  3. Select 'Auto withdrawals' (checkbox) in Update Account to show that auto-RMDs or other systematic withdrawals are active for this account

    17 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  4. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

    46 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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  5. Improve Document Organization

    9 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Osvaldo Cisneros shared this idea  · 

  6. Report to show client name, future and last appointments

    28 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  7. Autogenerated fields based on age criteria

    32 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  8. Clone an activity after it is completed

    32 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  9. Notes

    24 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  10. checklist

    99 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

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