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1. Post completed opportunity to Contact notes

   25 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Deb Swanson supported this idea  ·  Nov 30, 2023

2. beneficiary data

   20 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Deb Swanson supported this idea  ·  Oct 25, 2023

3. Account Tab - Beneficiary report - autofill

   6 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Deb Swanson shared this idea  ·  Oct 24, 2023