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← Customer Feedback for Redtail Technology

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3 results found

  1. Add Professional Contacts to Profile Form

    9 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous commented  · 

    Yes, definitely! This would be helpful for us too.

    Anonymous supported this idea  · 

  2. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    I agree. Also, please add in the Profile form the Professionals so that clients can review it when they come in with the other information and let us know if there are any changes.

  3. Seminar Management - true total of guests

    56 votes
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    7 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Anonymous commented  · 

    I agree, this would be useful for me. Thanks, Angela

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