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Amy Smith

← Customer Feedback for Redtail Technology

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6 results found

  1. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Amy Smith commented  · 

    This would be so wonderful and so beneficial for our team.

    Amy Smith supported this idea  · 

  2. reviews

    61 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Amy Smith supported this idea  · 

  3. custom exports add activity category

    44 votes
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    4 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Amy Smith supported this idea  · 

  4. Add Professional Contacts to Profile Form

    9 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Amy Smith supported this idea  · 

  5. Note Report

    12 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Amy Smith supported this idea  · 
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    Amy Smith commented  · 

    It would be great if the information just pulled through in an organized manner. Right now it just seems to run everything together. Hard to decipher what is going on.

  6. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Amy Smith supported this idea  · 

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