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Stephanie

← Customer Feedback for Redtail Technology

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3 results found

  1. We have annual reviews, and quarterly check-ins for each client. I would love for the ability to create more than one review per client.

    16 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Stephanie supported this idea  · 

  2. create a feature where we can "turn off" the automatic update to the clients review date

    9 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. Role Based Access

    3 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Stephanie shared this idea  · 

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