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Kurt Schuler

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Add roles to the main page for a contact

    186 votes
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    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kurt Schuler supported this idea  · 

  2. Workflow - Linked Accounts

    128 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kurt Schuler supported this idea  · 

  3. schedule activity for last business day or first business day not just day of the week

    56 votes
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    5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kurt Schuler commented  · 

    This is a no brainer.....every CRM I have ever seen has business day of the month as a repeat option!!!!

    Kurt Schuler supported this idea  · 

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