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Martin Allen

← Customer Feedback for Redtail Technology

My feedback

45 results found

  1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,858 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Martin Allen supported this idea  · 

  2. Allow Customization of the Know Your Client Tab

    138 votes
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    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Martin Allen supported this idea  · 

  3. RMD Value & Information section

    1,990 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Martin Allen supported this idea  · 

  4. Workflow Complete Triggers Additional Workflow

    283 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Martin Allen supported this idea  · 

  5. Zendesk

    41 votes
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    2 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Martin Allen commented  · 

    Automatically log a person into the Helpdesk when they select Submit a Help Ticket while logged into Redtail.

    Martin Allen supported this idea  · 
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