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Anonymous

← Customer Feedback for Redtail Technology

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3 results found

  1. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    90 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  2. Provide a link to client to schedule a meeting during a block of time on calendar

    40 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  3. Make it possible to change a client's next review date without changing first review date!

    571 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    This would make it so much easier on the assistants to do their job more accurately.

    Anonymous supported this idea  · 

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