My feedback

1 result found

1. Documents

   192 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   18 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Vickie Thornton supported this idea  ·  Jun 13, 2013
   An error occurred while saving the comment
   Vickie Thornton commented  ·  May 20, 2013  ·  Delete…

   Have some sort of feature which would alert you if documents were stored for a client. Would be very helpful if it was on the initial page when the clients info is pulled up.

   Save Submitting...