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Justin

← Customer Feedback for Redtail Technology

My feedback

3 results found

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

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Justin supported this idea  · 

  2. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Justin commented  · 

    I agree with these comments and would suggest these improvements be implemented. So much of financial planning/advice, is household based.

    Justin supported this idea  · 

  3. adding multiple contacts to an activity

    126 votes
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    13 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Justin supported this idea  · 

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