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3 results found

1. "Important Information" Block

   141 votes

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   3 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the 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!

   Amber Grundman supported this idea  ·  January 15, 2019

2. 1) Create a way to list important alerts on CRM files as a moving banner on the client contact page

   17 votes

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   2 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the 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!

   Amber Grundman supported this idea  ·  January 15, 2019

3. important information should be displayed in a banner across the top of client page

   36 votes

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   3 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the 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!

   Amber Grundman shared this idea  ·  January 15, 2019