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Lyle Gerhardson

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My feedback

4 results found

  1. create a popup asking me if I'm sure i want to close a task that I've edited but not saved

    11 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Lyle Gerhardson supported this idea  · 

  2. I would really like to have a client portal added so clients and securely upload documents or update client information

    28 votes
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    3 comments  ·  Redtail CRM » Other  ·  Admin →
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  3. "Important Information" should be viewable without a click

    19 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  4. Add "Last date updated" to opportunities

    12 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Lyle Gerhardson shared this idea  · 

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