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Jody Heid

← Customer Feedback for Redtail Technology

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3 results found

  1. have the ability to create custom banners for contacts

    48 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jody Heid supported this idea  · 
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    Jody Heid commented  · 

    This is a great idea - would be great for separated clients, vulnerable clients -- as a way to alert rest of firm.

  2. Workflow automation to create Activities

    316 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jody Heid supported this idea  · 

  3. Please add a pop-up alert before saving an activity if there is no linked contact

    12 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Jody Heid supported this idea  · 

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