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Courtney Hill

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5 results found

  1. check a box to update the spouse's Know Your Client

    13 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Courtney Hill supported this idea  · 

  2. Please add highlighting ability to Activities.

    14 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Courtney Hill supported this idea  · 

  3. Activity order should not shuffle on the activities tab

    21 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Courtney Hill supported this idea  · 

  4. Albridge Feed Missing Company Name and Registration Type

    184 votes
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    18 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Courtney Hill supported this idea  · 
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    Courtney Hill commented  · 

    I agree!! Albridge is already sending the data, so I think the script could be updated to place account type, owner, and custodian on the "accounts" page. Clicking in to each account for that information is highly inefficient.

  5. Albridge Integration

    3 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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    Courtney Hill commented  · 

    I agree!! Albridge is already sending the data, so I think the script could be updated to place account type, owner, and custodian on the "accounts" page. Clicking in to each account for that information is highly inefficient.

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