Kent Niebuhr

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Broadcast Email Template Automation

    27 votes
    1 comment  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Kent Niebuhr supported this idea  · 

  2. History of Client Reviews

    193 votes
    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kent Niebuhr supported this idea  · 
    An error occurred while saving the comment
    Kent Niebuhr commented  · 

    It would be great to be able to generate a report for the first/prior meetings with clients as of a certain date in the past.

  3. Searchable activities on Dashboard/Today's Overview

    79 votes
    Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kent Niebuhr shared this idea  · 

  4. Customize Personal Profile Form

    471 votes
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Kent Niebuhr supported this idea  · 

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