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Cheryl

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Cheryl supported this idea  · 

  2. Need a spot to add beneficiary info without creating beneficiary as a contact.

    205 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Cheryl supported this idea  · 

  3. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Cheryl commented  · 

    Please, please, please. Data gathering is a huge part of my job, and this would make it so much easier!

    Cheryl supported this idea  · 

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