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Osvaldo Cisneros

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88 results found

  1. 'Assigned to' Activity Column Viewing

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

  2. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    224 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  3. Select 'Auto withdrawals' (checkbox) in Update Account to show that auto-RMDs or other systematic withdrawals are active for this account

    18 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

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

  5. Improve Document Organization

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

  6. Autogenerated fields based on age criteria

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

  7. Notes

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

  8. checklist

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