Carol

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. personal profile form

    7 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Carol shared this idea  · 

  2. Personal Profile Form

    52 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Carol supported this idea  · 

  3. Need a spot to add beneficiary info without creating beneficiary as a contact.

    205 votes
    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Carol supported this idea  · 

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