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Eric Mejia

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Client Intake Form to email or provide tablet for clients to complete

    70 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Eric Mejia supported this idea  · 

  2. Add automation actions

    134 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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  3. Have the same alphabetical search feature for quicklists like it has for all contacts

    15 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Eric Mejia shared this idea  · 

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