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1. Alert/warning pop up when clicking on client profile, if "caution" is needed

   28 votes

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   1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Mackenzie Ricketts supported this idea  ·  Apr 22, 2025

2. popup

   6 votes

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   0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Mackenzie Ricketts shared this idea  ·  Sep 5, 2024