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Chris

← Customer Feedback for Redtail Technology

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4 results found

  1. Align Household Marital Status in Contact Details with the Household

    12 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Chris shared this idea  · 

  2. Family tree

    89 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Chris supported this idea  · 

  3. add a household portfolio balance option

    20 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  4. highlight sections of notes or descriptions in the activity...this is a very important feature that needs to be added

    106 votes
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    14 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Chris supported this idea  · 

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