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3 results found

1. Add a timestamp or timeline to Financial's

   10 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Kerri supported this idea  ·  Jul 18, 2024

2. RedTail Imaging - Add a Preview Feature

   16 votes

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   1 comment  ·  Redtail Imaging  ·  Delete…  ·  Admin →
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   Kerri commented  ·  Jul 17, 2024  ·  Delete…

   I completely agree with you, Kandace! This idea is so important to everyone our office and how our files should function. Redtail really needs to look into this when making a system update.

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   Kerri supported this idea  ·  Jul 17, 2024

3. Preview documents

   56 votes

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   2 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Kerri supported this idea  ·  Jul 10, 2024