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Sam

← Customer Feedback for Redtail Technology

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2 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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    Sam commented  · 

    I agree. We would like to change it to Tax Preparer and Financial Advisor...

  2. On the contact search results page make the columns sort-able.

    101 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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