bquinney

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. need all fields available to select from for custom reporting

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    bquinney supported this idea  · 

  2. Allow customization of "Written Agreement Review" types

    169 votes
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    bquinney commented  · 

    Add a field for 17a3 offering under the "Written Agreements Review" section. Also adding the ability to bulk add a date to that section would be beneficial in that we send our privacy policy in bulk to all our clients once a year.

    bquinney supported this idea  · 

Feedback and Knowledge Base

(thinking…)