Anonymous
My feedback
2 results found
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66 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Anonymous supported this idea · -
72 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Anonymous supported this idea ·
The ability to go into the CRM app from a smart phone or tablet and access documents directly from the client contact group would be great.