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Sarah Todtenhagen

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. Account Information

    25 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Sarah Todtenhagen shared this idea  · 

  2. Break out Income more so we can differenciate Earned Income, Social Security, Pension, and Other to align with reality of financial planning

    20 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Sarah Todtenhagen 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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    Sarah Todtenhagen supported this idea  · 

  4. Broadcast Email Logistics

    89 votes
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    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Sarah Todtenhagen shared this idea  · 

  5. 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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    Sarah Todtenhagen supported this idea  · 

  6. Combine Family Records

    36 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Sarah Todtenhagen supported this idea  · 

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