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Jared

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  1. Enable user defined fields to have a customizable order

    130 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jared supported this idea  · 

  2. Enable beneficiaries to an account be added via the existing contacts, pulling in all necessary info

    58 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jared supported this idea  · 
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    Jared commented  · 

    The Beneficiaries field within an account record should be linked to actual contacts in the system.

    For example, if Account 1234 has two beneficiaries listed in the Beneficiary section, Person 1 and Person 2. I should be able to click each of these to be sent to Person 1 and 2's contact records.

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