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Sarah

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. 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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    Sarah supported this idea  · 

  2. Pull profile pictures from the new Social Media address links to use for a client's contact record profile picture.

    127 votes
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    10 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Sarah supported this idea  · 

  3. Laser App - Head of House info populate for spouse

    166 votes
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    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Sarah supported this idea  · 

  4. Run a Notes report with select notes only

    69 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Sarah supported this idea  · 
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    Sarah commented  · 

    Ooo this is a lot like the request I put in as well! Too bad we can't lump like requests together to get more votes so our problems get looked at.

  5. 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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    Sarah supported this idea  · 

  6. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Sarah supported this idea  · 

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