Skip to content

Anonymous

← Customer Feedback for Redtail Technology

My feedback

2 results found

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

    1,371 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    69 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Anonymous supported this idea  · 

  2. SPEAK feature would be even better if I can text two or more people at the same time, as clients who are hus/wife want same communication

    37 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail Speak » Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Anonymous commented  · 

    Expand chat rooms to invite other people. Maybe a client wants his spouse in on a discussion. Or we'd like to be able to include other advisors in our firm.

    Anonymous supported this idea  · 

Feedback and Knowledge Base

(thinking…)