Sarah

← Customer Feedback for Redtail Technology

My feedback

4 results found

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

    166 votes
    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Sarah supported this idea  · 

  2. Run a Notes report with select notes only

    69 votes
    5 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Sarah supported this idea  · 
    An error occurred while saving the comment
    Sarah commented  · 

    Ooo this is a lot like the request I put in as well! Too bad we can't lump like requests together to get more votes so our problems get looked at.

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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Sarah supported this idea  · 

  4. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Sarah supported this idea  · 

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