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Caedmon Meisenheimer

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. A checkbox to copy note to all related family members

    5 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Caedmon Meisenheimer shared this idea  · 

  2. Copy note to additional contact

    19 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Caedmon Meisenheimer supported this idea  · 

  3. copy note

    41 votes
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    Caedmon Meisenheimer supported this idea  · 

  4. When tagging additional contacts in a note, any contacts that autopopulate should be BEFORE the "Add new contact" option. Not after.

    3 votes
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    Caedmon Meisenheimer shared this idea  · 

  5. Family names

    36 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Caedmon Meisenheimer supported this idea  · 

  6. Family Categories and Status

    6 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Caedmon Meisenheimer supported this idea  · 

  7. Zapier Integration to add a note and to complete activites

    12 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Caedmon Meisenheimer shared this idea  ·