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← Customer Feedback for Redtail Technology

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4 results found

  1. Non-Qualified

    50 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this 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!

    Anonymous shared this idea  · 

  2. add a new status

    127 votes
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    28 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    I agree. I need to see what contracts have been paid, but have not been delivered. It would be great if we could add custom statuses to accounts.

    Anonymous supported this idea  · 

  3. Run a Notes report with select notes only

    69 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  4. Automatically fill the state and city based on zip code

    167 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

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