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Tami Mayers

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  1. Custom Export more spouse fields

    21 votes
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    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Tami Mayers commented  · 

    We need to be able to pull the same data for the spouse of the client that we can pull for the client.

  2. Custom Export Options

    57 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Tami Mayers supported this idea  · 

  3. alert

    26 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Tami Mayers supported this idea  · 

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