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Rhonda

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17 results found

  1. Please make options for memberships non-gender specific. ex: sibling instead of brother or sister.

    10 votes
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    1 comment  ·  Redtail CRM » Memberships  ·  Admin →
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    Rhonda supported this idea  · 

  2. A global setting that would put spouses name in the Additional Linked Contact field automatically

    18 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rhonda supported this idea  · 

  3. Adding RMD INFO. Tab - nexto Misc Client Info

    29 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Rhonda supported this idea  · 

  4. Drag activities to organize

    21 votes
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Rhonda supported this idea  · 

  5. Activities - Linking Spouse/Significant other

    55 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Rhonda supported this idea  · 

  6. workflow tasks on calendar

    44 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Rhonda supported this idea  · 

  7. Folders for use inside Documents

    72 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Rhonda supported this idea  · 

  8. printer friendly workflow

    17 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Rhonda supported this idea  · 

  9. Add documents to workflows!

    619 votes
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    32 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Rhonda supported this idea  · 

  10. client since

    23 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Rhonda supported this idea  · 

  11. Know Your Client Options

    27 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Rhonda supported this idea  · 

  12. Household names and labels

    29 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Rhonda supported this idea  · 

  13. need to connect adult children to thier parents, women often have different last names. Hard to find 3 years later.

    22 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Rhonda supported this idea  · 

  14. Option to change the note time stamp

    45 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rhonda supported this idea  · 

  15. Would be great if monthly calendar view could scroll from month to month

    12 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Rhonda shared this idea  · 

  16. Notes to head of household automatically copy to spouse's contact

    31 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  17. Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"

    74 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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