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← Customer Feedback for Redtail Technology

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  1. Client task bar

    3 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous shared this idea  · 

  2. Trusted Contact

    181 votes
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    15 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    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. Send client name via iCal sync.

    8 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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