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Leah Gill

← Customer Feedback for Redtail Technology

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  1. I need additional Mail Merge Fields

    542 votes
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    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Leah Gill commented  · 

    Agreed. So embarrassing to have to tell new people that our CRM is not compatible with a document format that is well over 10 years old and that we have to downgrade our format to work with Redtail. This really should have been resolved years ago. Makes Redtail seem outdated.

    Leah Gill supported this idea  · 
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    Leah Gill commented  · 

    I see a User Defined Field category but adding them is not intuitive at all and there don't seem to be any instructions in help docs about how to do it.

  2. Sorting of "Activities"

    188 votes
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    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Leah Gill commented  · 

    This feature was available in Leapfrog. Why was it taken away in Tailwag? It is used every day in our office. Please put it back!

  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Leah Gill supported this idea  · 

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