Meghan Hinsdale

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    81 votes
    Received  ·  9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Meghan Hinsdale commented  · 

    This appears to be a suggestion since 2016. Redtail please update us

  2. Automatically update last review date in client review section

    116 votes
    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Meghan Hinsdale shared this idea  · 

  3. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Meghan Hinsdale supported this idea  · 

  4. add a workflow to bulk actions

    139 votes
    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?

  5. Delete UDF in Bulk

    50 votes
    6 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Meghan Hinsdale shared this idea  · 

Feedback and Knowledge Base

(thinking…)