Anonymous

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. Documents CRM

    27 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Anonymous shared this idea  · 

  2. Documents

    192 votes
    18 comments  ·  Redtail CRM » Documents  ·  Admin →
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  3. linking documents

    88 votes
    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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  4. Email a document from the CRM Document Storage section

    50 votes
    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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  5. Workflow - Linked Accounts

    125 votes
    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  6. Allow Default Setting for Past Due Activities/Workflow Items

    39 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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  7. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  8. Automatically update last review date in client review section

    116 votes
    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  9. Change First Review to Last Review under Client Review

    457 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

  10. trusted contact

    39 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  11. customize today page

    62 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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  12. permissions and roles

    57 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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