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Jennifer

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My feedback

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  1. Remove Closed Accounts from Reporting Under Account Type

    72 votes
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    11 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jennifer commented  · 

    under the accounts by Type graphic. I would like to see account by type for open accounts.

    Or the ability to toggle between all accounts and open accounts.

    Not sure of the value to see breakout of accounts that have closed--at least for us.

    Jennifer supported this idea  · 

  2. default values for every field

    104 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jennifer supported this idea  · 

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