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← Customer Feedback for Redtail Technology

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5 results found

  1. "Clone" Workflow Step

    42 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  2. Add section for Original Depositor Information

    7 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous shared this idea  · 

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

    175 votes
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    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  4. Adding Additional Roles

    225 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

  5. Client Intake Form to email or provide tablet for clients to complete

    70 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous commented  · 

    I love this idea...I'm a little disappointed that it was suggested almost 3 years ago and isn't a reality yet. I would also like to add that if the form could be customized to include the information or wording they way we would prefer, that would be so helpful!

    Anonymous supported this idea  · 

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