Ryan Czamara

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. Changing activity category should make it searchable in notes

    1 vote
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Ryan Czamara shared this idea  · 

  2. Annual Review Checkbox

    58 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Ryan Czamara commented  · 

    Our firm, we do a UDF where it is "Most Recent Client Review Year", so at the end of the year, we are able to filter out the clients who did not have a review for that year

  3. Task Rollovers

    46 votes
    3 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Ryan Czamara supported this idea  · 

  4. Edit Notes

    166 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Ryan Czamara supported this idea  · 

  5. 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
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Ryan Czamara supported this idea  · 

  6. iphone notifications

    17 votes
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Ryan Czamara supported this idea  · 

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