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← Customer Feedback for Redtail Technology

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2 results found

  1. Broadcast Email Font capabilities

    20 votes
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    1 comment  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  2. Workflow - Linked Accounts

    122 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous commented  · 

    When viewing checklists from the dashboard I can not see what account the task is assigned to. A column to assign the task to an account would be helpful when working w/clients with multiple accounts.

    Anonymous supported this idea  · 

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