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EJ

← Customer Feedback for Redtail Technology

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  1. Option to automatically rollover activity

    1,242 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    EJ supported this idea  · 
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    EJ commented  · 

    Also, please review my suggestion about an interactive "call list". This feature could work hand in hand with the call list. It would create a daily activity list that would rollover each day unless completed. On this list would be...people to call back, to do's (and who's to do them) etc. We shouldn't have to schedule time on the calendar for these activities.

  2. Meeting Agenda's

    134 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    EJ supported this idea  · 

  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    EJ supported this idea  · 

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