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Nicole

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. PDF Orientation in Portrait or Landscape

    211 votes
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    29 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Nicole commented  · 

    This has not been updated as of today. I actually just contacted RedTail to ask if this were an option and they recommended I make it a suggestion.

    Nicole 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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    Nicole supported this idea  · 

  3. Built-in document viewer

    88 votes
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    10 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Nicole supported this idea  · 

  4. Workflow Assignments Notifications

    167 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Nicole supported this idea  · 

  5. Set up an automation so that that a message is automatically sent to clients on their birthday and on their anniversary

    41 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Nicole supported this idea  · 

  6. 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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    13 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Nicole supported this idea  · 

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