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Cory

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  1. activity range

    3 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Cory commented  · 

    Better activity view on contact record is critical. No easy way currently to view ALL activities and Notes, Open and closed at household level? When preparing for review meeting or just wanting to get a quick idea of what is going on with client lately (sort newest to oldest). PITA to check both spouse records, Notes AND Activities, Open AND Completed.

  2. When viewing an activity or workflow task, it would be extremely helpful if basic client contact information (such as name, email address, a

    4 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Cory supported this idea  · 

  3. Disable birthday reminder and other contact reminders when termination date added

    4 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Cory commented  · 

    Also when date of death is added.

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