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Dan Girard

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5 results found

  1. Trusted Contact

    181 votes
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    15 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Dan Girard commented  · 

    This feature is Absolutely needed ASAP!

    You can change the current “Primary Contact” field to have it update with the important information of the Trusted Contact.

    Also, we should be able to LINK a current contact into this field!

    Dan Girard supported this idea  · 

  2. I need to see clients trust accounts on their Contact page.

    79 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Dan Girard supported this idea  · 

  3. Trusted Contact and Authorized Person to Receive Information at Account Level

    7 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Dan Girard supported this idea  · 

  4. Trusted Contact Field on Contact Card

    56 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Dan Girard supported this idea  · 

  5. trusted contact

    36 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Dan Girard supported this idea  · 

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