Nick Pope

← Customer Feedback for Redtail Technology

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2 results found

  1. Allow customization of "Written Agreement Review" types

    169 votes
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Nick Pope supported this idea  · 

  2. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
    13 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Nick Pope commented  · 

    Allow ability to upload document to workflow. Often times workflows reference a client/prospect document.

    Nick Pope supported this idea  · 

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