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Mary McGonigle

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Add "Account Closed" to list of trigger events under automations.

    10 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Mary McGonigle shared this idea  · 

  2. Allow clients to self-schedule appointments directly through Redtail

    87 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Mary McGonigle supported this idea  · 

  3. Allow user to change default of Things to do today to show past due items

    10 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Mary McGonigle supported this idea  · 

  4. Past due tasks stay on Today screen

    31 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Mary McGonigle supported this idea  · 

  5. Add employer name and address to Employments section of Know Your Client, so it's exportable to Laser App.

    4 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Mary McGonigle shared this idea  · 

  6. Link Work Address

    12 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Mary McGonigle supported this idea  · 

  7. employer/employment info

    23 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Mary McGonigle supported this idea  · 

Feedback and Knowledge Base

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