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June

← Customer Feedback for Redtail Technology

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  1. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    June commented  · 

    TOTAL Agreement - Need more options for Risk Tolerance!

    June supported this idea  · 

  2. Show the Details of the Actions done on the Timeline

    249 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    June commented  · 

    If I could give this 50 votes - I would! I was excited when I first saw the "timeline" on a clients's contact page and seeing the filter options. However, when searching for an email, discovered the timeline was only showing the date that was from several months back and did not list any of the emails in history.

    When you see "Timeline" as Michelle points out, one thinks that EVERY notation throughout the different portions of the system would be included for referencing and not having to jump between areas..

    June supported this idea  · 

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