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Matt McCoy

← Customer Feedback for Redtail Technology

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3 results found

  1. Laser App - Head of House info populate for spouse

    166 votes
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    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Matt McCoy supported this idea  · 

  2. 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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    Matt McCoy supported this idea  · 
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    Matt McCoy commented  · 

    Being able to adjust the frequency of review would be very helpful as well.

  3. Create an Activity from the Opportunity Tracker

    262 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Matt McCoy supported this idea  · 

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