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Josie

← Customer Feedback for Redtail Technology

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  1. Client's name at the very top of all notes, tasks, activities

    135 votes
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    6 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Josie supported this idea  · 

  2. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Josie supported this idea  · 

  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Josie commented  · 

    On the first of the month, we run a quick report of all clients who are tagged for a review that month. The advisor then goes through the list and codes it. C for call, R for rollover, AR for annual review letter to be mailed. This way we don't miss anyone for the month and it's all taken care of at one time.

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