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Mary

← Customer Feedback for Redtail Technology

My feedback

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  1. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Mary supported this idea  · 

  2. Activities saved as draft

    332 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Mary commented  · 

    It would be a helpful feature on emails as well!!! Many times, I will type in a MS Word document first if I have to give a client a lengthy reply, and am worried that I might get interrupted. I then copy it into RT email. This is annoying.

    Mary supported this idea  · 

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