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Anonymous

← Customer Feedback for Redtail Technology

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  1. email history default to note: email received or email sent

    153 votes
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    13 comments  ·  Redtail CRM » Email  ·  Admin →
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    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. I feel that Memberships should be on the Front of the Contact Group page.

    27 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous supported this idea  · 

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