Skip to content

Cliff Robello

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. AI that can read all of a client notes

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Cliff Robello shared this idea  · 

  2. Activity report based on date activity was created

    92 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    6 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Cliff Robello supported this idea  · 
    An error occurred while saving the comment
    Cliff Robello commented  · 

    This is a must to track out appointments made each week. Please add to activity report as an option.

  3. Option to view all activities

    392 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Cliff Robello shared this idea  · 

Feedback and Knowledge Base

(thinking…)