Anonymous

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. Automation based on UDFs/Dates

    39 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous shared this idea  · 

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

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. Add roles to the main page for a contact

    186 votes
    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous shared this idea  · 

  5. Adding Additional Roles

    234 votes
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  6. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

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