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Andrea Nelson

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  1. 9 votes
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    Andrea Nelson shared this idea  · 
  2. 27 votes
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    Andrea Nelson shared this idea  · 
  3. 36 votes
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    Andrea Nelson supported this idea  · 
  4. 12 votes
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    Andrea Nelson shared this idea  · 
  5. 10 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Andrea Nelson shared this idea  · 
  6. 12 votes
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    Andrea Nelson shared this idea  · 
  7. 10 votes
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    Andrea Nelson shared this idea  · 
  8. 1,718 votes
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    Andrea Nelson supported this idea  · 
  9. 8 votes
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    Andrea Nelson supported this idea  · 
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    Andrea Nelson commented  · 

    I agree that this type of segmentation would be AWESOME. It would be nice to group all of the pending Life cases, or all the pending Annuity cases (for example) together and work through the list at the same time instead of keeping a list outside of Redtail and looking up each client's activity one by one.

  10. 12 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Andrea Nelson commented  · 

    Family accounts should show in the link account drop-down for notes. There are so many times when the spouse who is not the primary (in Redtail) on a joint account has notes that should be linked to the account.

  11. 327 votes
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  12. 153 votes
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    Andrea Nelson supported this idea  · 
  13. 3 votes
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  14. 46 votes
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    Andrea Nelson commented  · 

    Agreed. It's frustrating to move files into one fold just for a one time email. It would be nice to have the drag and drop option as well.

    Andrea Nelson supported this idea  · 
  15. 409 votes
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    Andrea Nelson supported this idea  · 
  16. 41 votes
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    Andrea Nelson supported this idea  · 
  17. 74 votes
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    Andrea Nelson supported this idea  · 
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    Andrea Nelson commented  · 

    I had the same issue. I was testing it, and now I have a completed workflow that is not accurate. I really don't like not having the option to delete it either.

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