Samantha

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Family tree

    89 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Samantha supported this idea  · 

  2. Securian Financial - Minnesota Life Insurance Applications

    6 votes
    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Samantha shared this idea  · 

  3. EMAIL archive needs to be in real time to serve sales team not just service team

    19 votes
    0 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Samantha supported this idea  · 

  4. Add age or birthdate on family page

    16 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Samantha supported this idea  · 

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