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1. Filter indiviual advisor's client's birthday reminders.

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   11 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  October 25, 2017  ·  Delete…

   We need to have birthdays specific to the users list. I don't know why this hasn't already been fixed.

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