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Joe LeBlanc

← Customer Feedback for Redtail Technology

My feedback

3 results found

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

    54 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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    Joe LeBlanc supported this idea  · 

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

    78 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Joe LeBlanc supported this idea  · 

  3. Written Agreements Review Addtions

    23 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Joe LeBlanc commented  · 

    We need a Form CRS delivery date field ASAP!

    Joe LeBlanc supported this idea  · 

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