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Rachel Sharpe

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. RMD Value & Information section

    1,973 votes
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    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Rachel Sharpe supported this idea  · 

  2. Add Alerts For Past Due Activates As A Reminder To Home Page on Redtail

    3 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rachel Sharpe shared this idea  · 

  3. Make it an option on calendar to change it from saying "Two Clients" to the clients name

    68 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Rachel Sharpe supported this idea  · 

  4. Calendar View - Show Names Again

    98 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Rachel Sharpe supported this idea  · 

  5. Primary Contact - Add link to that person's record

    9 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Rachel Sharpe supported this idea  · 

  6. check a box to update the spouse's Know Your Client

    28 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  7. Please add highlighting ability to Activities.

    32 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rachel Sharpe supported this idea  · 

  8. Search by criteria on Activities

    10 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rachel Sharpe supported this idea  · 

  9. Flag accounts

    3 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Rachel Sharpe supported this idea  · 
    Rachel Sharpe shared this idea  · 

Feedback and Knowledge Base

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