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Karen Young

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Deleting Tag Groups Should Be an Admin Function

    27 votes
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    3 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Karen Young commented  · 

    I would like to add 3 votes to this.

  2. In current RMD report, add date range feature, so we can pull every client who turns 70 1/2 within that current year

    115 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Karen Young supported this idea  · 

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