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← Customer Feedback for Redtail Technology

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4 results found

  1. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    251 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  2. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  4. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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