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1. ADD PERMANENT/HARD-CODED FIELDS DEDICATED FOR CLIENTS' INSURANCE INFORMATION

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Sara Quintanilla shared this idea  ·  Nov 14, 2024

2. ADD PERMANENT/HARD-CODED FIELDS DEDICATED FOR CLIENTS' INSURANCE INFORMATION

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Sara Quintanilla shared this idea  ·  Nov 14, 2024

3. SHOW MINI CALENDAR POP UP FOR SCHEDULING CONFLICTS

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Sara Quintanilla shared this idea  ·  Nov 14, 2024