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Anonymous

← Customer Feedback for Redtail Technology

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  1. Provide an option to grant client access to a folder or subfolder..

    76 votes
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    7 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Anonymous supported this idea  · 

  2. email reporting

    238 votes
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    10 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous commented  · 

    Add the ability to pull all emails (including the message, not just the subject) for a selected group of contacts. This will aid in pulling all regulatory email correspondence.

    Anonymous supported this idea  · 

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