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← Customer Feedback for Redtail Technology

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5 results found

  1. Add Professional Contacts to Profile Form

    9 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous supported this idea  · 

  2. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  3. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous commented  · 

    We need to be able under a clients name to see dependent children and non dependent children & that way you can see the whole family connection instead of listing them as memberships.

  4. 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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    Anonymous commented  · 

    It would be nice if the Nickname of a person would appear when making an appointment instead of the formal name on the calendar

  5. Calendar Blocking

    124 votes
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    7 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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