Skip to content

How can we improve Redtail Technology's CRM?

← Redtail CRM

Adding CSA to the clients contact details section, while maintaining writing and servicing advisors. Not just under roles and permissions.

Adding CSA to the clients contact details section, while maintaining writing and servicing advisors. Not just under roles and permissions.

45 votes
Vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
You have left! (?) (thinking…)
Kevin shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Anonymous commented  ·   ·  Report

    It is ridiculous that EVERYONE in the office cannot see who the CSA is for a client account. Visibility should not be limited to only ADMINS. We should not be forced to create a UDF for CSA so that it is visible when you already have a field for it. You just need to show it! Please put where the Servicing Advisor and Writing advisor is. PLEASE!! Thank you.

Redtail CRM: Contact Add Screen

Categories

Feedback and Knowledge Base

(thinking…)