rachelwyatt

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Allow Customization of the Know Your Client Tab

    138 votes
    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    rachelwyatt supported this idea  · 

  2. Phonetic Spelling/Pronunciation Field

    57 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    rachelwyatt supported this idea  · 

  3. Contact Details - custom field

    16 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    rachelwyatt supported this idea  · 

  4. Know Your Client Options

    27 votes
    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    rachelwyatt supported this idea  · 

  5. Daily Summary Report

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

  6. Automatically Create and Email Reports to User in Recurring Schedule

    68 votes
    11 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    rachelwyatt supported this idea  · 

  7. report completed tasks

    30 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    rachelwyatt supported this idea  · 

Feedback and Knowledge Base

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