Lance Heimsoth

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3 results found

  1. Add more fields under beneficiaries

    495 votes
    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
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    Lance Heimsoth commented  · 

    474 votes, with comments dating back 10 years!!! What the heck is going on? Why is this issue taking so long? I see Hayley responded 4 years ago with internal discussion????
    Suggestion is open and gathering votes???
    This is beyond frustrating and is unacceptable. It is not difficult to change the options fields in that section. Please respond with an answer.

    Lance Heimsoth supported this idea  · 

  2. Ability to Re-Organize Menu

    41 votes
    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Lance Heimsoth supported this idea  · 

  3. Please give us a way to modify the order of options on the left menu bar.

    22 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Lance Heimsoth supported this idea  · 

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