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Jennifer

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. In Document storage it would be helpful to set up folders to categorize different documents

    27 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Jennifer supported this idea  · 

  2. Documents CRM

    27 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Jennifer supported this idea  · 

  3. Link existing document to an activity or note.

    47 votes
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    3 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Jennifer supported this idea  · 

  4. Attach document to template

    31 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Jennifer supported this idea  · 

  5. Increased RedTail Imaging Storage Display

    9 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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    Jennifer supported this idea  · 

  6. Folders for use inside Documents

    72 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  7. Integration with Microsoft Word

    4 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Jennifer supported this idea  · 

  8. Activity Location

    5 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Jennifer supported this idea  · 

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