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Melissa Thomas

← Customer Feedback for Redtail Technology

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  1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Melissa Thomas supported this idea  · 

  2. Dynamic Workflow Due Dates

    376 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Melissa Thomas commented  · 

    I agree, it would save time and be less complicated on our front if setting the due date was similar to how it was before tailwag was introduced.

    Melissa Thomas supported this idea  · 

  3. Bulk Printing of Confidential Personal Profile

    31 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Melissa Thomas supported this idea  · 

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