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Kim Nelson

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. E-mail notifications for comments on existing notes

    398 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Kim Nelson commented  · 

    This would be a very beneficial feature, especially to the originator of the note.

    Kim Nelson supported this idea  · 

  2. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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  3. Allow Tasks to be moved between workflow Steps

    609 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. Create an Activity from the Opportunity Tracker

    272 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Kim Nelson supported this idea  · 

Feedback and Knowledge Base

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