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Natalie

← Customer Feedback for Redtail Technology

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3 results found

  1. Be able to Archive an entire file.

    38 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Natalie commented  · 

    Archiving a contact would be great. We are getting to a point where the database gets convoluted from deceased/inactive clients that we don't need to view anymore but want to keep the records.

    Natalie supported this idea  · 

  2. Archiving Old Closed Clients

    23 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Natalie supported this idea  · 

  3. Add the option to have alerts / push notifications sent directly to the device

    411 votes
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    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Natalie shared this idea  · 

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