Christina Zyla

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Add documents to a contact record from the mobile app

    13 votes
    1 comment  ·  Redtail CRM » Mobile App  ·  Admin →
    How important is this to you?
    Christina Zyla supported this idea  · 

  2. udfs mobile

    9 votes
    0 comments  ·  Redtail CRM » Mobile App  ·  Admin →
    How important is this to you?
    Christina Zyla supported this idea  · 

  3. Pinned note(s) show first on main Contact Screen Note Box

    169 votes
    6 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Christina Zyla supported this idea  · 

  4. Beneficiary Report

    107 votes
    11 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Christina Zyla supported this idea  · 

  5. add a designated beneficiary area for beneficiary information.

    117 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Christina Zyla supported this idea  · 

  6. beneficiary data

    20 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Christina Zyla supported this idea  · 

  7. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    178 votes
    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Christina Zyla shared this idea  · 

  8. Display memberships on the front page of the contact record.

    431 votes
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    Christina Zyla supported this idea  · 

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