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Melanie Gaden

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. beneficiary

    20 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Melanie Gaden supported this idea  · 

  2. Preferred Call Time & Phone Number

    7 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Melanie Gaden shared this idea  · 

  3. It'd really be nice to have the ability to apply multiple alerts in intervals

    12 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Melanie Gaden supported this idea  · 

  4. Autogenerated fields based on age criteria

    32 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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  5. Automatically Alert Team Members of Updates and Adjustments

    4 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Melanie Gaden shared this idea  · 

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