Anonymous

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. Categorize documents

    30 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Anonymous shared this idea  · 

  2. Link existing document to an activity or note.

    41 votes
    2 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. note document

    20 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. Junxure Time Stamp

    25 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  6. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

    30 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous shared this idea  · 

Feedback and Knowledge Base

(thinking…)