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Dawn Nguyen

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Go directly to "Activity Details" when creating a new activity

    18 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Dawn Nguyen commented  · 

    Makes sense for CSA but not for advisors who are in a hurry to send a quick task.

    Dawn Nguyen supported this idea  · 

  2. membership

    4 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Dawn Nguyen shared this idea  · 

  3. memberships

    138 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Dawn Nguyen supported this idea  · 

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