Anonymous

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Zendesk

    41 votes
    2 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Anonymous shared this idea  · 

  2. Add Revenue to the Opportunities dashboard and reports

    382 votes
    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  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?
    Anonymous supported this idea  · 

  4. Option to automatically rollover activity

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

  5. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

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