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Katherine Swee

← Customer Feedback for Redtail Technology

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8 results found

  1. adult children

    102 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Katherine Swee supported this idea  · 

  2. Edit Notes

    166 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Katherine Swee supported this idea  · 

  3. Employer Field - Add dropdown feature to list Employers the user can select from

    14 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Katherine Swee supported this idea  · 

  4. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  5. Office 365 links to documents

    33 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Katherine Swee supported this idea  · 

  6. I like the way that buttons with a user’s first and last initials were added to activities in the Calendar. It would be great to also have t

    3 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Katherine Swee shared this idea  · 

  7. link documents to workflow tasks

    38 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Katherine Swee supported this idea  · 

  8. notes and document attachment in workflow

    56 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Katherine Swee supported this idea  · 

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