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Anonymous

← Customer Feedback for Redtail Technology

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  1. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous supported this idea  · 

  2. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous commented  · 

    Can you create your own template for a client profile? The new version made changes to the client profile that we are not happy with and your service teams only suggestion was to alter it in Adobe.

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