Tara Shannon

← Customer Feedback for Redtail Technology

My feedback

26 results found

  1. UDF Reports - Selecting Specific UDF Fields for an client we want to export into a pdf

    31 votes
    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Tara Shannon supported this idea  · 

  2. Customized Reports exported to PDF

    61 votes
    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Tara Shannon supported this idea  · 

  3. Email distinction for Internal vs. External

    9 votes
    0 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Tara Shannon shared this idea  · 

  4. Link documents to workflows

    19 votes
    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Tara Shannon shared this idea  · 

  5. Automatically update last review date in client review section

    116 votes
    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Tara Shannon supported this idea  · 

  6. Report that will run last Client Review date

    59 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Tara Shannon shared this idea  · 
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