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Tracy

← Customer Feedback for Redtail Technology

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5 results found

  1. Annual Review Checkbox

    57 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Tracy supported this idea  · 

  2. Active workflow tasks assigned based on the role need to reassign those tasks when the person in the role changes.

    22 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Tracy supported this idea  · 

  3. beneficiary data

    20 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Tracy shared this idea  · 

  4. Head of Household Display

    43 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  5. Add global time zones

    72 votes
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    11 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Tracy commented  · 

    Please add Client Time Zone to the contact card. Need to know what time it is when calling!!!

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