Skip to content

Mike Tarrant

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    178 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Mike Tarrant commented  · 

    Please add the same filtering functionality that is in the "To Do" section of the Today screen to the Workflow section of the Today screen.

  2. Add roles to the main page for a contact

    183 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Mike Tarrant commented  · 

    Yes, please add roles to main page under client details, near/adjacent to writing and servicing advisor.

Feedback and Knowledge Base

(thinking…)