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← Customer Feedback for Redtail Technology

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12 results found

  1. Documents CRM

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

  2. Documents

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

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

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

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

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

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  8. History of Client Reviews

    296 votes
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    12 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  9. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  10. trusted contact

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

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

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