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Amanda

← Customer Feedback for Redtail Technology

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3 results found

  1. History of Client Reviews

    190 votes
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    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Amanda commented  · 

    Capture/document past client reviews to be able to view them in the future in addition to the feature that shows upcoming reviews. It would be nice to be able to add meeting information/what was discussed under this section

    Amanda supported this idea  · 

  2. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Amanda supported this idea  · 

  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Amanda supported this idea  · 

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