Courtney Hill

My feedback

8 results found

  1. 3 votes
    0 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Courtney Hill shared this idea  · 
  2. 3 votes
    0 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Courtney Hill shared this idea  · 
  3. 28 votes
    How important is this to you?
    Courtney Hill supported this idea  · 
  4. 32 votes
    How important is this to you?
    Courtney Hill supported this idea  · 
  5. 41 votes
    How important is this to you?
    Courtney Hill supported this idea  · 
  6. 3 votes
    0 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Courtney Hill shared this idea  · 
  7. 184 votes
    How important is this to you?
    Courtney Hill supported this idea  · 
    An error occurred while saving the comment
    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.

  8. 3 votes
    How important is this to you?
    An error occurred while saving the comment
    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.

Feedback and Knowledge Base