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Liz

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Add photo images to Notes section of client profile

    13 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Liz shared this idea  · 

  2. uncomplete entire workflow

    74 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Liz supported this idea  · 

  3. add client review reminder to the mobile ap

    112 votes
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    Planned  ·  13 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Liz supported this idea  · 

  4. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Liz supported this idea  · 

  5. Opportunities should have at least 3 date fields

    132 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Liz supported this idea  · 

  6. Be able to Assign colors on the Calendar by Name of the person completing task

    41 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Liz supported this idea  · 

  7. Reminder Notifications of upcoming appointments on Phone Application

    34 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Liz supported this idea  · 

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