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  1. DST Vision Integration

    110 votes
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    6 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Anonymous supported this idea  · 

  2. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    Seems to have been a recommendation out there for quite some time. I would like to add my name to the list who would like to see this done.

    For example, I don't do IMAs but I do track the basic Customer Account Forms and need to update these every three years.

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