Susan C Brown

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Add Servicing Advisor to Contact Header

    1 vote
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Susan C Brown shared this idea  · 

  2. Accounts Page: Show Family Accounts: Default to Always show

    1 vote
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Susan C Brown shared this idea  · 

  3. Add columns to the Accounts Overview page

    73 votes
    5 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Susan C Brown supported this idea  · 

  4. customizing columns in accounts overview

    7 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Susan C Brown supported this idea  · 

  5. Customizing Accounts Bar

    15 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Susan C Brown supported this idea  · 

  6. Contacts > Accounts > Display Account Title/Name

    44 votes
    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Reviewed  ·  Redtail Development Team responded

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

    Susan C Brown supported this idea  · 

  7. Accounts

    7 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Susan C Brown supported this idea  · 

  8. Name of family account holder, column for accounts page

    10 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Susan C Brown supported this idea  · 

  9. Accounts Visible Column Header - add 'Manager.'

    3 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Susan C Brown shared this idea  · 

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