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Meghan Hinsdale

← Customer Feedback for Redtail Technology

My feedback

5 results found

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

    78 votes
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    Received  ·  9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    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
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Meghan Hinsdale shared this idea  · 

  3. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Meghan Hinsdale supported this idea  · 

  4. add a workflow to bulk actions

    139 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  5. Delete UDF in Bulk

    47 votes
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    6 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Meghan Hinsdale shared this idea  · 

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