Derrick Jackson

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Add a time stamp to activities

    74 votes
    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Derrick Jackson commented  · 

    We also had this at another broker-dealer and it was so helpful for complex tasks that had many people working on them.

    Derrick Jackson supported this idea  · 

  2. Invite multiple clients at once to Speak

    32 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Derrick Jackson supported this idea  · 

  3. integrate RedTail CRM Calendar with Redtail hosted email

    21 votes
    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Derrick Jackson supported this idea  · 

  4. speak window

    36 votes
    1 comment  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Derrick Jackson supported this idea  · 

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