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Redtail Tech for CPS Investment Advisors

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5 results found

  1. Enhancing Consistent SSO Integration Across Multiple Redtail Databases

    3 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Redtail Tech for CPS Investment Advisors shared this idea  · 

  2. Laser App - Head of House info populate for spouse

    166 votes
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    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Redtail Tech for CPS Investment Advisors supported this idea  · 

  3. View activities by household

    28 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Redtail Tech for CPS Investment Advisors supported this idea  · 

  4. Show whose database you're in..

    36 votes
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    4 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Redtail Tech for CPS Investment Advisors supported this idea  · 

  5. Display database name in header/quicker switch

    12 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Redtail Tech for CPS Investment Advisors supported this idea  · 

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