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Karen DiPaolo

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Scheduling & Confirmations

    154 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Karen DiPaolo supported this idea  · 

  2. CRM documents to Imaging documents

    36 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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    Karen DiPaolo shared this idea  · 

  3. Built-in document viewer

    89 votes
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    12 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Karen DiPaolo supported this idea  · 

  4. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Karen DiPaolo supported this idea  · 

  5. Show the Details of the Actions done on the Timeline

    249 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Karen DiPaolo supported this idea  · 

  6. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Karen DiPaolo commented  · 

    PLEASE add this important feature!!

  7. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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