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Lisa Nix

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  1. Read-receipt tracking for broadcast emails

    78 votes
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    3 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Lisa Nix supported this idea  · 

  2. Add more options than just spouse (or dependents) when creating a household - for unmarried partners, non-traditional families

    16 votes
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    3 comments  ·  Redtail CRM » Family  ·  Admin →
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    Lisa Nix commented  · 

    Yes! And either auto merge the addresses for both when initially inputting a family/household or add a button to check if it will also be the other family members...way to much time wasted on going back and forth to the spouses contact info and repeating what you just put in.
    Same for the status also in my opinion.

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