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← Customer Feedback for Redtail Technology

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3 results found

  1. auto save notes

    48 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  2. Combined Email History and Note Report for Household

    22 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  3. need all fields available to select from for custom reporting

    932 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous commented  · 

    I don't understand why we don't have all the fields available. I went through the trouble to add the networth and other financial info under KYC but can't export the data for compliance. Why????

    Anonymous supported this idea  · 

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