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← Customer Feedback for Redtail Technology

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5 results found

  1. Zendesk

    41 votes
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    2 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Anonymous shared this idea  · 

  2. Add Revenue to the Opportunities dashboard and reports

    382 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  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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  4. Option to automatically rollover activity

    1,239 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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Feedback and Knowledge Base

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