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Lyndsey Pare

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3 results found

  1. Account UDF Report Filter Enhancements

    22 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Lyndsey Pare commented  · 

    Totally agree. Something as simple as sorting by clients name. So If I want to all the info about one client only I don't have to dig them out of list of all the clients.

  2. beneficiaries

    57 votes
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    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Lyndsey Pare supported this idea  · 
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    Lyndsey Pare commented  · 

    Yes! Would like to be able to make a custom export list that includes the account beneficiary for each account

  3. assign a task to the workflow owner

    17 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Lyndsey Pare shared this idea  · 

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