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Kim

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Assigning multiple advisers or Team to an Opportunity

    79 votes
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    6 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Kim commented  · 

    Assign an opportunity to a Team rather than just an individual, similar to the notify option in notes and activities

    Kim supported this idea  · 

  2. Remove Review Date when Client Status = Terminated

    97 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kim supported this idea  · 

  3. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kim supported this idea  · 

  4. Please add security levels definable by user, such as only an admin user can alter index listsor

    107 votes
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    11 comments  ·  Redtail Imaging » Permissions  ·  Admin →
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    Kim supported this idea  · 

  5. Add Client Review Dates in Bulk

    40 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kim shared this idea  · 

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