Skip to content

Kimberly Jungas-Samson

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. RMD Value & Information section

    1,924 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…)
    94 comments  ·  Redtail CRM » Accounts  ·  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
    Kimberly Jungas-Samson supported this idea  · 

  2. Allow customization of "Written Agreement Review" types

    163 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…)
    19 comments  ·  Redtail CRM » Contact Record  ·  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
    An error occurred while saving the comment
    Kimberly Jungas-Samson commented  · 

    I would also like to see an option to add a dollar amount and frequency. If we have clients set up to make monthly payments I would like to be able to customize the dollar amount they owe and to be able to mark monthly, quarterly or annual pymt method.

Feedback and Knowledge Base

(thinking…)