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MR

← Customer Feedback for Redtail Technology

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4 results found

  1. Albridge Feed Missing Company Name and Registration Type

    190 votes
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    19 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    MR supported this idea  · 

  2. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    MR commented  · 

    Yes please do. I'm keeping track on an excel sheet. Last review date could be a wonderful feature that tracks the history of reviews and reminds us globally of future reviews that need to be set.

    MR supported this idea  · 

  3. Data import

    101 votes
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    10 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    MR commented  · 

    This could be a huge way to take pressure off the customer service team. It also will shorten times for our end since an import would take minutes not days.

    MR supported this idea  · 

  4. UDFs should be able to be used in the advanced search feature.

    438 votes
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    21 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    MR commented  · 

    Using keywords for this purpose is not a valid substitute. This is a massive oversight.

    MR supported this idea  · 

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