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Laura Minton

← Customer Feedback for Redtail Technology

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  1. IMPORTANT NOTES

    21 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Laura Minton supported this idea  · 

  2. Remove client anniversary reminder if client is terminated

    23 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Laura Minton supported this idea  · 

  3. Pinned note(s) show first on main Contact Screen Note Box

    157 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Laura Minton commented  · 

    This needs so many more votes--this should be a standard feature.
    Or at the very least the "important" icon needs to be 10x bigger and not so cryptic to use. having a slap-in-your face section for call-outs is a must.

    Laura Minton supported this idea  · 

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