Skip to content

Anonymous

My feedback

2 results found

  1. 153 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    13 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Anonymous commented  · 

    Please do this ASAP. This is 100% the way every advisor would prefer to have all interactions viewed with a client. Having to click a section for "email database" is counter intuitive.

    Anonymous supported this idea  · 
  2. 27 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous supported this idea  · 

Feedback and Knowledge Base