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Will Coulter

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Will Coulter supported this idea  · 

  2. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Will Coulter supported this idea  · 

  3. RMD Value & Information section

    1,921 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Will Coulter supported this idea  · 

  4. Add a link to email notifications to click on to open the activity in Redtail

    87 votes
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    7 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Will Coulter supported this idea  · 

  5. GoToMeeting to sync with Redtail. Not through Zapier

    13 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Will Coulter shared this idea  · 

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