Phil Larson

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Give users the ability to change the tabs in the contacts view.

    6 votes
    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Phil Larson shared this idea  · 

  2. Allow the option to redact account numbers from reports

    3 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Phil Larson shared this idea  · 

  3. Mask client account numbers

    12 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Phil Larson supported this idea  · 

  4. Allow phone numbers, addresses, and email addresses to be re-arranged.

    3 votes
    0 comments  ·  Redtail CRM » Other  ·  Admin →
    How important is this to you?
    Phil Larson shared this idea  · 

  5. Rearrange, move and sort the order of the phone numbers and addresses in Contact Card

    16 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Phil Larson supported this idea  · 

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