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Rachel Morrison

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Annual Review Checkbox

    57 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Rachel Morrison supported this idea  · 

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

    37 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rachel Morrison supported this idea  · 

  3. Edit Notes

    165 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  4. Use of "dotphrase" or "smartphrases" throughout Redtail

    1 vote
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Rachel Morrison shared this idea  · 

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