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Katie Martin Hewitt

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  1. Link Spouses

    1 vote
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Katie Martin Hewitt shared this idea  · 

  2. Send client name via iCal sync.

    8 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Katie Martin Hewitt commented  · 

    Would be great if the email notifications had this as well.

  3. Make Memberships show up under the client name,

    1 vote
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Katie Martin Hewitt shared this idea  ·