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Noelle Trudeau

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  1. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

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    Received  ·  9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Noelle Trudeau commented  · 

    I completely agree! I was just searching for what "Writing Advisor" actually means, so that I can use the term correctly - is it the advisor who /originally/ brought a client in, or the advisor under whose Rep ID the client exists currently as one of the representatives who has to /sign off on/ anything account related, etc. The ability to customize these labels to suit our language and purpose would be wonderful!

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