Skip to content

Nathan Burcham

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. "Next Review Date" under Know Your Client should correspond to the date of when the most recent review actually occurred

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Nathan Burcham shared this idea  · 

  2. Client Review Dates

    31 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Nathan Burcham commented  · 

    Just spoke with Redtail regarding this issue. Still nothing. I see similar requests to this going back to 2017. Here we are in 2024 and nothing. This is such a huge, obvious deficiency. It doesn't seem like it would be too tough to fix.

    Nathan Burcham supported this idea  · 

  3. client review

    50 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Nathan Burcham supported this idea  · 

Feedback and Knowledge Base

(thinking…)