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Sue

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Link ALL accounts to an activity with one click

    27 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Sue supported this idea  · 

  2. Be able to Archive an entire file.

    38 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sue shared this idea  · 

  3. when linking accounts to activities can you add ability to link multiple accounts at a time

    61 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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  4. Option to view all activities

    389 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.

    28 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Sue shared this idea  · 

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