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Elise

← Customer Feedback for Redtail Technology

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5 results found

  1. Add pinned notes to Latest Notes screen.

    84 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Elise supported this idea  · 

  2. Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.

    34 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Elise shared this idea  · 

  3. Notes Report

    10 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  4. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

    50 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  5. Customizable Beneficiary Report

    21 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Elise supported this idea  · 

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