Corine

← Customer Feedback for Redtail Technology

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4 results found

  1. Allow customization of "Written Agreement Review" types

    169 votes
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Corine commented  · 

    Edit capabilities would be wonderful for the Agreements we use!

    Corine supported this idea  · 

  2. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Corine supported this idea  · 

  3. When creating new activity, give users the option to make the "more details page" the default.

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Corine supported this idea  · 

  4. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Corine supported this idea  · 

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