Sean Baker

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Add Latest CRS Delivery to the Know Your Client Tab

    78 votes
    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Sean Baker supported this idea  · 

  2. crs

    3 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Sean Baker shared this idea  · 

  3. crs

    3 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Sean Baker shared this idea  · 

  4. Multiple Entries for Form CRS for documentation

    15 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Sean Baker supported this idea  · 

  5. Form CRS Tracking at the Contact Level instead of Account Level

    54 votes
    2 comments  ·  Redtail CRM » Other  ·  Admin →
    How important is this to you?
    Sean Baker supported this idea  · 

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