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Nina

← Customer Feedback for Redtail Technology

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3 results found

  1. Household

    74 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Nina supported this idea  · 

  2. List Management: Bulk Delete

    19 votes
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    3 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Nina commented  · 

    I upload my OneNotes files the CRM every Friday. There are approximately 20 sections and each one gets its own section in CRM documents. After I upload the new week's information, I do not need the previous week's uploads anymore. It is very time consuming to have to delete eachone individually. Please elevate consideration of this feature. Thank you

    Nina supported this idea  · 

  3. integration with DocuSign

    49 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Nina shared this idea  · 

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