Laurence

← Customer Feedback for Redtail Technology

My feedback

25 results found

  1. Break out Income more so we can differenciate Earned Income, Social Security, Pension, and Other to align with reality of financial planning

    26 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

  2. Hide Default Categories (AGAIN)

    33 votes
    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Laurence shared this idea  · 

  3. Please integrate RedTail with Calendly

    61 votes
    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

  4. LinkedIn - Contact Import

    33 votes
    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

  5. yCharts Integration

    15 votes
    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Laurence shared this idea  · 
2 Next →

Feedback and Knowledge Base

(thinking…)