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Lindsey

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Speak phone numbers for each user & Live Chat feature for website

    18 votes
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    3 comments  ·  Redtail Speak » Notifications  ·  Admin →
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    Lindsey commented  · 

    For Speak Texting to be effective we need to be able to text people through speak without getting the messages that everyone else is sending. It is inefficient for the CSA or advisors to see messages about scheduling when they go text a client.

    Lindsey supported this idea  · 

  2. Alert reminder pop-up such as Outlook

    77 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Lindsey supported this idea  · 

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