Elyse Wholey

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Redtail Speak

    33 votes
    2 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
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    Elyse Wholey commented  · 

    As an office, we will not be able to use Speak until we can use our office VOIP, which is what our clients are used to today with our current system. Please allow us to use current advisor/office phone number!

    Elyse Wholey supported this idea  · 

  2. Workflow Reports to include more detail such as complete workflows and outcome info.

    36 votes
    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Elyse Wholey supported this idea  · 

  3. Edit 'Outcomes' in Workflows tool

    157 votes
    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Elyse Wholey supported this idea  · 

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