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Anonymous

← Customer Feedback for Redtail Technology

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4 results found

  1. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous supported this idea  · 

  2. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Turn off auto creation of employer records

    49 votes
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    5 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    Completely agree with this. It also makes it messy if you need to maintain a separate unique business contact for that company.

    Anonymous supported this idea  · 

  4. Auto-Assign CSA Role Based on Advisor

    38 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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