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Brian Leach

← Customer Feedback for Redtail Technology

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3 results found

  1. Add the "Is Head of Household" field to Custom Export Template

    22 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Brian Leach supported this idea  · 

  2. date and timestamp for activity notes/descrition

    76 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Brian Leach commented  · 

    please add timestamp functionality as described; CTRL + J in Junxsure/Advisor Engine applied date/time/user initials which is very useful to track ongoing actions/activities

  3. Add Timestamp Shortcut

    27 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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