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Anna M Dujan

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5 results found

  1. Allow upload of advisor picture for SPEAK messages. Bubble is there. Why no upload?

    6 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Anna M Dujan shared this idea  · 

  2. Add client's name to a workflow on the calendar

    4 votes
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    Received  ·  0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anna M Dujan shared this idea  · 

  3. Colors on accounts wheel were changed to different shades of blue. Makes it difficult to differentiate. Please change back!

    3 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anna M Dujan shared this idea  · 

  4. Put notification bubble on Speak icon in top right hand corner of home page.

    12 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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  5. Today page Account Types and Held Away Wheel

    8 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anna M Dujan shared this idea  · 

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