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Tracey Guthrie

← Customer Feedback for Redtail Technology

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4 results found

  1. IMPORTANT NOTES

    18 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Tracey Guthrie commented  · 

    This would be beneficial to track client requests. such as a request to send a text alert whenever an email is initiated. It needs to show every time the contact record is opened.

    Tracey Guthrie supported this idea  · 

  2. Custom Export needs to Include ALL Profile Information- why makes us wait years for this???!!!

    8 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Tracey Guthrie supported this idea  · 

  3. Please add Preferred Email and Phone# as options on the Custom Export Template

    5 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Tracey Guthrie supported this idea  · 

  4. Custom Export Template Field Choices are Limited for the Spouse.

    4 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Tracey Guthrie shared this idea  · 

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