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Rita Abernathy

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Note notification - the note populates the email

    26 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rita Abernathy supported this idea  · 

  2. Show tagged user in note

    16 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Rita Abernathy supported this idea  · 

  3. important information should be displayed in a banner across the top of client page

    36 votes
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    3 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Rita Abernathy supported this idea  · 

  4. 1) Create a way to list important alerts on CRM files as a moving banner on the client contact page

    17 votes
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    2 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Rita Abernathy supported this idea  · 

  5. Add a banner for contacts who have closed their accounts

    15 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Rita Abernathy supported this idea  · 

  6. banner at the top of the client's page

    16 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Rita Abernathy supported this idea  · 

  7. have the ability to create custom banners for contacts

    48 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Rita Abernathy commented  · 

    As a team where we have mulitple advisors assisting clients, it would be great to have a banner for a client who lives out of state and only 1 advisor is licensed to assist them.

    Rita Abernathy supported this idea  · 

  8. Please add a customization option for profile banners similar to birthday and deceased.

    29 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Rita Abernathy supported this idea  · 

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