My feedback

1 result found

1. Client Intake Form to email or provide tablet for clients to complete

   70 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   3 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   An error occurred while saving the comment
   beth roche commented  ·  June 17, 2020  ·  Delete…

   PLEASE ADD THIS FEATURE! What a time saver it would be. In this digital age there's really no reason this doesn't exist. At the very least allow EMoney data collected to be pushed into Redtail

   Save Submitting...
   beth roche supported this idea  ·  June 17, 2020