Jason H

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Tracking maiden names and name changes.

    177 votes
    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Jason H supported this idea  · 

  2. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    An error occurred while saving the comment
    Jason H commented  · 

    It's mind-boggling that this isn't already a feature.

  3. UDFs should be able to be used in the advanced search feature.

    426 votes
    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?

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