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Shayne

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Add Additional Fields to the Client Review Section

    348 votes
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    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Shayne supported this idea  · 

  2. Workflow Flow Chart

    346 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Shayne supported this idea  · 

  3. UDFs should be able to be used in the advanced search feature.

    418 votes
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    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Shayne supported this idea  · 

  4. Customize Personal Profile Form

    465 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Shayne supported this idea  · 

  5. Add more fields under beneficiaries

    495 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Shayne supported this idea  · 

  6. Age Based Triggers

    858 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shayne supported this idea  · 

  7. Notification when ID expires

    114 votes
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    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Shayne supported this idea  · 

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