Jessica Colondres

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Document upload on "opportunities" and "contacts"

    3 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Jessica Colondres shared this idea  · 

  2. check a box to update the spouse's Know Your Client

    28 votes
    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Jessica Colondres supported this idea  · 

  3. Pin a note feature

    21 votes
    3 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Jessica Colondres supported this idea  · 

  4. inserting notes

    12 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Jessica Colondres supported this idea  · 

  5. Sticky Notes to add to client file

    43 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Jessica Colondres supported this idea  · 

  6. ability to move note box

    17 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Jessica Colondres supported this idea  · 

  7. Broadcast email and email addresses

    12 votes
    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    Jessica Colondres supported this idea  · 

  8. adult children

    102 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Jessica Colondres supported this idea  · 

  9. Edit Notes

    166 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Jessica Colondres supported this idea  · 

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