Edward Hinds

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Rearrange, move and sort the order of the phone numbers and addresses in Contact Card

    16 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Edward Hinds commented  · 

    Phone numbers, e-mails, etc should be able to be re-ordered. When a person is promoted or leaves the position they filled is still important. Yet their replacement is placed at the bottom of the list. Or a new position is created yet that phone number, etc. is placed at the bottom of the list. Should have the ability to reorder by importance.

    Edward Hinds supported this idea  · 

  2. Select 'Auto withdrawals' (checkbox) in Update Account to show that auto-RMDs or other systematic withdrawals are active for this account

    18 votes
    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Edward Hinds supported this idea  · 

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