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← Customer Feedback for Redtail Technology

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3 results found

  1. Add ability to search email *content,* not just subject lines

    103 votes
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    11 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous commented  · 

    As the person responsible for compliance, I am required to review all users email. The need is to search all email subject lines, to and content by key words.

    Anonymous supported this idea  · 

  2. History of Client Reviews

    296 votes
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    12 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  3. Automations: Make the Know your Client Review Date a Trigger Event

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

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