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Rose

← Customer Feedback for Redtail Technology

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5 results found

  1. Disable wedding anniversary reminders on an individual basis

    3 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Rose shared this idea  · 

  2. Add Basic Contact Data (phone, email, DOB, SOC#) as a side column so that when we are in Workflows,we can see that data without clicking out

    11 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Rose supported this idea  · 

  3. Color coding categories

    4 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  4. UDF

    4 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  5. When adding a contact, remove the default check mark in box next to "Enable DOB Reminder?"

    5 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Rose supported this idea  · 

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