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Jessica

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Jessica supported this idea  · 

  2. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jessica supported this idea  · 

  3. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Jessica commented  · 

    If a document is loaded to a workflow we need to have the option to also load it onto the main document page. Otherwise we are having to upload it twice.

    Jessica supported this idea  · 

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