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How can we improve Redtail Technology's CRM?

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new field on client record

We are a pet friendly firm using a pet friendly CRM (Redtail) and we have a LOT of pet friendly clients... We would LOVE to have a field to enter those clients pets and their names for easy reference when speaking to our clients!

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Anonymous shared this idea  ·   ·  Report…  ·  Admin →
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Redtail CRM: Contact Record

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