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← Customer Feedback for Redtail Technology

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25 results found

  1. Link a contact to Multiple Folders in Imaging

    66 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Marcus shared this idea  · 

  2. add a new status

    127 votes
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    28 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  3. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Marcus commented  · 

    I've been using contact level UDFs to bypass this issue. It definitely is not as smooth or convenient as it should be though!

    Marcus supported this idea  · 

  4. Link Multiple Contacts at once in Imaging

    60 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  5. Could we allow clients/prospects to schedule appts directly from our company's website

    58 votes
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    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Marcus supported this idea  · 
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