CDeal

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    44 comments  ·  Redtail CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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    CDeal supported this idea  · 
  2. 242 votes
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    31 comments  ·  Redtail Imaging » Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 121 votes
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    2 comments  ·  Redtail Imaging » Contact Linking  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 80 votes
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    4 comments  ·  Redtail Imaging » Contact Linking  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 369 votes
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    24 comments  ·  Redtail CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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    29 comments  ·  Redtail CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 575 votes
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    24 comments  ·  Redtail CRM » Email  ·  Flag idea as inappropriate…  ·  Admin →

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  8. 359 votes
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    43 comments  ·  Redtail CRM » Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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    CDeal supported this idea  · 
    An error occurred while saving the comment
    CDeal commented  · 

    This really needs to be more direct - no retriever or ZCO. It's too many steps and confusing. When we were hosted by another provider everything was direct and flowed great back and forth. It was hard to convert backwards. It's hard to believe that more advisors don't want/need the direct connection. This is an important technology update.

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