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Tara Shannon

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  1. 143 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Tara Shannon supported this idea  · 
  2. 34 votes
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  3. 55 votes
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  4. 4 votes
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    Tara Shannon commented  · 

    Accounts User defined field area is a great tab, but it has clumped too many things together that cannot organize a complete view to produce a report. This needs to be worked on quickly so advisors don't seek another CRM because of the lack of reporting capabilities.

    Tara Shannon supported this idea  · 
  5. 130 votes
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  6. 31 votes
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    Tara Shannon supported this idea  · 
  7. 28 votes
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  8. 58 votes
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  9. 15 votes
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  10. 9 votes
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  11. 22 votes
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  12. 63 votes
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  13. 17 votes
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  14. 12 votes
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  15. 16 votes
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  16. 10 votes
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  17. 15 votes
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  18. 41 votes
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  19. 3 votes
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  20. 3 votes
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