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1. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

   242 votes

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   22 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   John H commented  ·  Oct 23, 2019  ·  Delete…

   Has anyone called Retail and asked them about this lately? We switched over 6 months ago but between this and their terrible phone app, I'm not impressed at all.

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   John H supported this idea  ·  Oct 23, 2019

2. Albridge Feed Missing Company Name and Registration Type

   184 votes

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   18 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

   John H supported this idea  ·  Oct 23, 2019