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Brad

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Birthday Reminder Filtering

    3 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Brad shared this idea  · 

  2. Link Account to Multiple Contacts

    110 votes
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    8 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Brad supported this idea  · 

  3. Hi, when you click on a client you should be able to see ALL upcoming activities not just the next 30 day.

    9 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Brad supported this idea  · 

  4. Color Options in NOTES

    52 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Brad supported this idea  · 

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