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Katie

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Name in "Referred By" window be hyper-linked to Contact's Record

    42 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Katie supported this idea  · 

  2. Note Report in Portrait mode

    36 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Katie supported this idea  · 

  3. PDF Orientation in Portrait or Landscape

    211 votes
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    29 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Katie supported this idea  · 

  4. save without closing

    14 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Katie commented  · 

    There is a "Show Drafts" link at the bottom of the new note that can be helpful. While it doesn't always have 100% of what was written at the point that the draft of the note was closed, it does at least get part of it most of the time.

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