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Tom

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    114 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Tom supported this idea  · 

  2. nickname

    129 votes
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    7 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Tom supported this idea  · 

  3. Searching by client nickname

    37 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  4. reorder contact info

    3 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  5. Need a spot to add beneficiary info without creating beneficiary as a contact.

    214 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Tom supported this idea  · 

  6. Adding a strikethrough option similar to how you can bold and underline text

    16 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tom supported this idea  · 

  7. Strikethrough option

    25 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Tom supported this idea  · 

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