Skip to content

Anonymous

My feedback

3 results found

  1. 3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous shared this idea  · 
  2. 181 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Anonymous commented  · 

    Definitely need this! Compliance is requiring this on all new accounts and updating on old accounts. We need something that is in a searchable format that is either a check box, yes or no field that says that a trusted contact is needed (or that they have one) and also a place to put in the information needed for these trusted contacts - address, phone, email. Important information fields are getting filled up quickly with a lot of things in them.

    Anonymous supported this idea  · 
  3. 8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

Feedback and Knowledge Base