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Sarah Lascheck

← Customer Feedback for Redtail Technology

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8 results found

  1. Bank Account Type

    22 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Sarah Lascheck shared this idea  · 

  2. Bank fields to add: TYPE of acc (eg Check, savings) and ACCOUNT OWNER (eg the husband or wife )

    10 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sarah Lascheck supported this idea  · 

  3. Searching Departments in Business Records

    182 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Sarah Lascheck supported this idea  · 

  4. business contact name

    12 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sarah Lascheck supported this idea  · 

  5. Add field to enter country for passport under Know Your Client (Identifications)

    30 votes
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    8 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Sarah Lascheck commented  · 

    This would be a good option to add - If "Passport" is selected as "Type of ID" then Issuing State should be changed to Issuing Country, since PP are not issued by state.

    Sarah Lascheck supported this idea  · 

  6. add a new word to status

    7 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Sarah Lascheck supported this idea  · 

  7. A box in the Misc Information Tab specific for children and grandchildren and their birthdates

    28 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Sarah Lascheck supported this idea  · 

  8. Gift Log

    42 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sarah Lascheck supported this idea  · 

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