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← Customer Feedback for Redtail Technology

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3 results found

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

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  2. Customize Email viewing permissions

    494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous commented  · 

    This is the most obvious and necessary feature for the CRM and Redtail Email. How is this not priority #1

    Anonymous supported this idea  · 

  3. Email reminders for when activities are due

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

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