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1. Form CRS Tracking at the Contact Level instead of Account Level

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   2 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Michael Castiello commented  ·  Jul 28, 2021  ·  Delete…

   This is a critical piece for those clients that have mutliple accounts that all need to updated at the same time. Putting this on the contact page reduces the time spent updating as currentyl staff would have to click into each clients accounts, one by one, to update. Or spend the time to compile all of the accounts, create a spreadsheet, and upload for redtail to work.
   Make our lives easier!

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   Michael Castiello supported this idea  ·  Jul 28, 2021