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James O. Sagl

← Customer Feedback for Redtail Technology

My feedback

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  1. Show the Details of the Actions done on the Timeline

    249 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    James O. Sagl commented  · 

    I agree 100%.

    I'd also echo Michelle's comment about the notes in completed activities. They used to show up as notes in the previous version.

    James O. Sagl supported this idea  · 

  2. Add Clients by Region Mapping/Reporting

    225 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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