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Scott Beasley

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4 results found

  1. color difference in reviews completed

    3 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Scott Beasley shared this idea  · 

  2. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,280 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. History of Client Reviews

    193 votes
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    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. 'Complete' Client Reviews

    36 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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