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LaVonne Smith

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3 results found

  1. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  2. Popup alert or notification to confirm when you drag a calendar event

    81 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    LaVonne Smith supported this idea  · 

  3. Laserapp - Memberships

    463 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    LaVonne Smith commented  · 

    Since the "family" fields are only for dependents... please make the memeberships fields able to port into Laserapp to be used for beneficiary purposes.

    LaVonne Smith supported this idea  · 

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