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Erin Goodhand

← Customer Feedback for Redtail Technology

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

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Erin Goodhand supported this idea  · 
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    Erin Goodhand commented  · 

    The review date at the top of each contact should be changeable and not directed only by the last review date ("first review date") and the frequency chosen. We should be able to change it easily without changing the last review date ("first review date").

  2. Add a notification for PAST DUE tasks, workflows, etc.

    37 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Erin Goodhand shared this idea  · 

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