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John H

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  1. Albridge Feed Missing Company Name and Registration Type

    184 votes
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    19 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    John H commented  · 

    There are multiple posts about this. It makes no sense as to why they don't put the features in.

    John H supported this idea  · 

  2. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    242 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    John H commented  · 

    Albridge "integration" is a farce without account title & investment name . Suggesting that we edit thousands of accounts manually is absurd. Being told that they are working on deeper integration is a blowoff. This has been a problem for years as noted on this board. Please take this seriously and fix it. Redtail should be embarrassed.

    John H supported this idea  · 

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