Skip to content

Jessy Gilger

← Customer Feedback for Redtail Technology

My feedback

5 results found

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

    1,253 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jessy Gilger commented  · 

    Has there been any update to this? This seems like a major area of improvement and has not been addressed in the last 4 years??

    An error occurred while saving the comment
    Jessy Gilger commented  · 

    Please this is necessary. See Gina Pederson's comment.

    Has RedTail been reviewing this since July 2014?

    Jessy Gilger supported this idea  · 

  2. Review Frequency should be More Flexible

    315 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Jessy Gilger supported this idea  · 

  3. Make it possible to change a client's next review date without changing first review date!

    564 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jessy Gilger commented  · 

    Please address this issue. Multiple people have requested something similar.

    Jessy Gilger supported this idea  · 

  4. Change First Review to Last Review under Client Review

    437 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Jessy Gilger supported this idea  · 

  5. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Jessy Gilger supported this idea  · 
    An error occurred while saving the comment
    Jessy Gilger commented  · 

    The NEXT REVIEW date on the top left of the client record would be a completable activity that would then schedule out another call/task based on the frequency selected.

    For Example:

    A client set to have quarterly reviews would show their next review date. Once this activity or call to schedule the review has been completed then the next review date would be set for three months later.

Feedback and Knowledge Base

(thinking…)