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Anonymous

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. Revert to old workflows - new design HORRIBLE and NON FUNCTIONAL

    61 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  2. Under Misc Client Info

    7 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  3. It would be very helpful if the documents stored in the client file were ordered by the most recent on top to the oldest as a default.

    27 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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  4. Drivers License number

    15 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  5. I absolutely LOVE your new images for the login screen - keep those Redtail Pups and fresh art coming...makes me happy when I start my day!

    10 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  6. Please create a professional landing page option for those of us paying for the service. Not a dog in a costume.

    1 vote
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Anonymous commented  · 

    I think the dog is cute!

  7. RED Tail Imaging

    10 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  8. Please make it so we can REORDER notes and edit the date of them!

    22 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  9. Phonetic Spelling/Pronunciation Field

    55 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  10. Mail Merge Letter with an auto command for an account number

    19 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous shared this idea  · 

Feedback and Knowledge Base

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