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Judy

← Customer Feedback for Redtail Technology

My feedback

28 results found

  1. Add ROLE fields to Custom Export Template Options

    64 votes
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    5 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Judy supported this idea  · 

  2. Servicing Advisor = Advisor Role

    68 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  3. Set Roles when Creating new Contact

    36 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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  4. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

    76 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. Adding Additional Roles

    225 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  6. Role's & and automation's

    32 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  7. Keywords for Seminars

    27 votes
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    0 comments  ·  Redtail CRM » Keywords  ·  Admin →
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    Judy shared this idea  · 

  8. permissions and roles

    48 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Judy supported this idea  · 
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