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Ryan Czamara

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5 results found

  1. Annual Review Checkbox

    57 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Ryan Czamara commented  · 

    Our firm, we do a UDF where it is "Most Recent Client Review Year", so at the end of the year, we are able to filter out the clients who did not have a review for that year

  2. Task Rollovers

    46 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Ryan Czamara supported this idea  · 

  3. Edit Notes

    165 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Ryan Czamara supported this idea  · 

  4. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Ryan Czamara supported this idea  · 

  5. iphone notifications

    17 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Ryan Czamara supported this idea  · 

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