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Kelly

← Customer Feedback for Redtail Technology

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5 results found

  1. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    80 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Kelly supported this idea  · 
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    Kelly commented  · 

    We are just thinking the same thing in our office, An Anniversay Report would be perfect, We have had several milestone anniversaries this year that we almost missed.

  2. Make the full name including suffix show on the calendar.

    120 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kelly supported this idea  · 

  3. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  4. On the contact search results page make the columns sort-able.

    101 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  5. History of Client Reviews

    190 votes
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    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

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