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Nicole Handelsman

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Activity order should not shuffle on the activities tab

    41 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Nicole Handelsman supported this idea  · 

  2. Opportunity Final Stage Modification

    105 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Nicole Handelsman supported this idea  · 

  3. need all fields available to select from for custom reporting

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Nicole Handelsman supported this idea  · 

  4. Client Review Dates

    31 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Nicole Handelsman supported this idea  · 

  5. export from advanced search

    15 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Nicole Handelsman supported this idea  · 

  6. add "Memberships" to custom exports

    13 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Nicole Handelsman supported this idea  · 

  7. Being able to turn off notifications for "guest" users

    2 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Nicole Handelsman shared this idea  · 

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