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← Customer Feedback for Redtail Technology

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2 results found

  1. Add Additional Fields to the Client Review Section

    345 votes
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    17 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    We have a lot of elderly clients all over the city and our rep meets them half way or goes to their home sometimes. Could a note be added next to their name next to contact photo?

    Anonymous supported this idea  · 

  2. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

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