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Stephanie

← Customer Feedback for Redtail Technology

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  1. Change "Servicing Advisor" and "Writing Advisor" fields under contact details.

    58 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Stephanie supported this idea  · 

  2. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    93 votes
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    Received  ·  10 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Stephanie commented  · 

    Agreed! Many hands are involved to provide service to a contact. Having Redtail reflect the roles and terms we use internally would be extremely helpful.

    Stephanie supported this idea  · 

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