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Abigail Kladivko

← Customer Feedback for Redtail Technology

My feedback

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  1. allow us to see the person and/or team members who were sent a notification in the note record.

    210 votes
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    19 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Abigail Kladivko supported this idea  · 

  2. Calendly Integration

    198 votes
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    11 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Abigail Kladivko supported this idea  · 

  3. Account Renewal Reminder Date - Auto Renew Feature

    53 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Abigail Kladivko commented  · 

    If the renewal date worked like the Know Your Client - Client Review section that would be great. Sometimes individual accounts renew outside the "annual review" appointment and are often missed.

    Abigail Kladivko supported this idea  · 

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