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Carol Nielsen

← Customer Feedback for Redtail Technology

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  1. customize contact home page template

    61 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Carol Nielsen commented  · 

    This is an old suggestion that I would like to see brought to the forefront again. In today's world, the Client Contact Page should be more of "Dashboard" function where the user can customize it for what they want to see immediately when pulling up a client.

    Carol Nielsen supported this idea  · 

  2. send calendar to clients to book appointments

    54 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Carol Nielsen supported this idea  · 

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