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Thomas

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  1. Important Information

    82 votes
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    3 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Thomas commented  · 

    This, I think, would be a great work around for a lot of one off things that we need our team to know before doing anything with a client. For example, if a client has a POA that needs to be contacted instead of the client, this would address that without having to develop a whole system for clients with POA contacts.

    Thomas supported this idea  · 

  2. Hide Default Categories (AGAIN)

    24 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Thomas commented  · 

    I agree with this and struggle to understand why they are mandatory?

    Thomas supported this idea  · 

Feedback and Knowledge Base

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