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Anonymous

← Customer Feedback for Redtail Technology

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  1. allow us to see the person and/or team members who were sent a notification in the note record.

    210 votes
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    19 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    When you notify a user of a new note, the user receives an email directly but there is NO REFLECTION of that notification anywhere in Redtail. Why? One would imagine that in order to be compliant and diligent, one should be able to see any note notifications. I am very surprised there is absolutely nothing in the system that records this action.

  2. PDF Orientation in Portrait or Landscape

    211 votes
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    29 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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