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← Customer Feedback for Redtail Technology

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4 results found

  1. Note Category - Ability to select more than one category for a note

    160 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous commented  · 

    couldn't agree more. example we want to add note about client selling house. i would prefer to have this as note category Real Estate as well as say Tax Info.

    Anonymous supported this idea  · 

  2. Show the Details of the Actions done on the Timeline

    246 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Anonymous supported this idea  · 

  3. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. OneNote

    93 votes
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    8 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Anonymous supported this idea  · 

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