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Anonymous

← Customer Feedback for Redtail Technology

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  1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 

  2. SPEAK feature would be even better if I can text two or more people at the same time, as clients who are hus/wife want same communication

    36 votes
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    1 comment  ·  Redtail Speak » Contacts  ·  Admin →
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    Anonymous commented  · 

    Expand chat rooms to invite other people. Maybe a client wants his spouse in on a discussion. Or we'd like to be able to include other advisors in our firm.

    Anonymous supported this idea  · 

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