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Kelly Bugbee

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. linking documents

    82 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Kelly Bugbee supported this idea  · 

  2. allow us to see the person and/or team members who were sent a notification in the note record.

    210 votes
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    19 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Kelly Bugbee supported this idea  · 

  3. clone a contact

    30 votes
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    1 comment  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Kelly Bugbee shared this idea  · 

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