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1. Online Fact Finder

   13 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

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

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   Kris Pelster commented  ·  Jan 27, 2021  ·  Delete…

   This should be coupled with at the suggested static print out factfinder... both are needed. Thanks

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   Kris Pelster supported this idea  ·  Jan 27, 2021

2. Every Opportunity Entered for One Client when click "All"

   9 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Kris Pelster shared this idea  ·  Jan 27, 2021