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Courtney

← Customer Feedback for Redtail Technology

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3 results found

  1. Scheduling notes field in client review report

    4 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Courtney shared this idea  · 

  2. Form CRS Delivery Documentation

    97 votes
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    7 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Courtney commented  · 

    Can the delivery method be added? Such as email, mail or hand delivery? It would also be helpful to have it at a client level instead of account since it doesnt need to be given per account.

  3. lpl integration with meeting manager

    10 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Courtney shared this idea  · 

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