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Rebecca Westveer

← Customer Feedback for Redtail Technology

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25 results found

  1. Redtail Notification

    6 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  2. Be able to remove account types we don't use

    21 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  3. Link Bank Account to Investment Accounts

    16 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Rebecca Westveer shared this idea  · 

  4. 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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    Rebecca Westveer supported this idea  · 

  5. Change "Servicing Advisor" and "Writing Advisor" fields under contact details.

    58 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Rebecca Westveer supported this idea  · 
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