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Operations Manager

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25 results found

  1. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

    50 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Operations Manager supported this idea  · 

  2. Customizable Beneficiary Report

    21 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Operations Manager supported this idea  · 

  3. be able to choose multiple categories on an activity

    24 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Operations Manager supported this idea  · 

  4. Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.

    34 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Operations Manager supported this idea  · 

  5. Add more fields under beneficiaries

    495 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Operations Manager supported this idea  · 
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