DEE STONE

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4 results found

  1. trusted contact

    39 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    DEE STONE supported this idea  · 

  2. Deceased Client with no Family except a Sister or Brother - How to Link them together

    7 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    DEE STONE shared this idea  · 

  3. "significant other, fiancee

    56 votes
    2 comments  ·  Redtail CRM » Family  ·  Admin →
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  4. Documents

    192 votes
    18 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    DEE STONE commented  · 

    WHEN YOU UPLOAD INTO DOCUMENTS OR NOTES, THERE IS NOTHING THAT SHOWS THE ITEM IS THERE UNLESS YOU OPENT IT. iT WOULD BE NICE IF THERE AN iTEM COUNT NEXT TO IT SO USERS WOULD KNOW THERE IS SOMETHING UPLOAD UNDER THAT ITEM. EXAMPLE: DOCUMENTS ( 2 ) Notes ( 3 ) AND INCREASE THE NUMBER AS AN ITEM IS UPLOAD UNDER THAT SPECIFIC CATEGORY. ANY QUESTIONS LET ME KNOW. THANK YOU FOR LOOKING AT THIS SUGGESTION AND HAVE A NICE DAY.

    DEE STONE supported this idea  · 

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