Rachel Morrison

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Annual Review Checkbox

    58 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Rachel Morrison supported this idea  · 

  2. Show Workflows and Activities in the Client's Note Section

    37 votes
    2 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Rachel Morrison supported this idea  · 

  3. Edit Notes

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

  4. Use of "dotphrase" or "smartphrases" throughout Redtail

    1 vote
    0 comments  ·  Redtail CRM » Templates  ·  Admin →
    How important is this to you?
    Rachel Morrison shared this idea  · 

Feedback and Knowledge Base

(thinking…)