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william mihm

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. add client review reminder to the mobile ap

    112 votes
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    Planned  ·  13 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    william mihm supported this idea  · 
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    william mihm commented  · 

    Extremely important to my practice. Would be nice to have on mobile app calendar

  2. Indicate Source of Income

    51 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    william mihm supported this idea  · 

  3. RMD Value & Information section

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

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