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Kerri

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Provide an option to grant client access to a folder or subfolder..

    77 votes
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    7 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Kerri supported this idea  · 

  2. Folder / subfolder overview

    30 votes
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    3 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Kerri supported this idea  · 

  3. CRM documents to Imaging documents

    38 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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    Kerri supported this idea  · 

  4. Imaging -

    25 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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    Kerri supported this idea  · 

  5. Link Multiple Folders to One Contact

    62 votes
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    3 comments  ·  Redtail Imaging » Contact Linking  ·  Admin →
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    Kerri supported this idea  · 

  6. Add a timestamp or timeline to Financial's

    12 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Kerri supported this idea  · 

  7. RedTail Imaging - Add a Preview Feature

    25 votes
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    2 comments  ·  Redtail Imaging  ·  Admin →
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    Kerri commented  · 

    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.

    Kerri supported this idea  · 

  8. Preview documents

    59 votes
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    2 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Kerri supported this idea  · 

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