Skip to content

Michael Castiello

← Customer Feedback for Redtail Technology

My feedback

1 result found

  1. Form CRS Tracking at the Contact Level instead of Account Level

    54 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…)
    2 comments  ·  Redtail CRM » Other  ·  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
    Michael Castiello commented  · 

    This is a critical piece for those clients that have mutliple accounts that all need to updated at the same time. Putting this on the contact page reduces the time spent updating as currentyl staff would have to click into each clients accounts, one by one, to update. Or spend the time to compile all of the accounts, create a spreadsheet, and upload for redtail to work.
    Make our lives easier!

    Michael Castiello supported this idea  · 

Feedback and Knowledge Base

(thinking…)