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joanne silbernagel

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Link Account to Multiple Contacts

    93 votes
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    7 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

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    joanne silbernagel commented  · 

    this would be such a big help with our office

  2. prioritize workflow

    53 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    joanne silbernagel supported this idea  · 

  3. Add flag on the Personal Profile Form that indicates which information is marked as Primary and Preferred on the Contact Card

    20 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    joanne silbernagel commented  · 

    would love to see this feature

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