Skip to content

Chrissy Hatcher

← Customer Feedback for Redtail Technology

My feedback

13 results found

  1. Assign yourself a status

    9 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…)
    Received  ·  1 comment  ·  Redtail Speak » Preferences  ·  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
    Chrissy Hatcher shared this idea  · 

  2. 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
    Chrissy Hatcher supported this idea  · 
    An error occurred while saving the comment
    Chrissy Hatcher commented  · 

    Is this STILL under review?! Considering that a CRM is a Customer Relationship Management System, it seems that this should be a top priority.

    At our firm, we need to know the dates for the previous three (at least) client reviews, and we need to be able to run a report towards the end of the year that can show us who has not had their third and final review of the year, or who has not had one at all.

    It's also not realistic that you could schedule a client on the first, second, or third day of a month in a reoccurring fashion as that is just not how scheduling with human beings works. It would be nice to have an idea of which clients should be having a review within the next month based on their review frequency(i.e. quarterly, or annually). Right now, we are manually updating UDF's on a regular basis and it's a huge time killer. Just to update the first, second, and third review dates of all of our clients takes about 2 days.

    Another issue we've run into is in Know Your Client. The system will push a date automatically to the next date without even notifying us (the users) that the review is overdue. It should continue to be displayed as overdue until it is marked as a completed review somehow.

    As a firm, we would like to see more ways to customize our Redtail CRM system based on our needs.

  3. Option to automatically rollover activity

    1,217 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…)
    47 comments  ·  Redtail CRM » Activities  ·  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
    Chrissy Hatcher supported this idea  · 

  4. need all fields available to select from for custom reporting

    910 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…)
    83 comments  ·  Redtail CRM » Custom Exports  ·  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
    Chrissy Hatcher supported this idea  · 

  5. 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
    Chrissy Hatcher supported this idea  · 

  6. 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
    Chrissy Hatcher supported this idea  · 

  7. Add Additional Fields to the Client Review Section

    345 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…)
    17 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
    Chrissy Hatcher supported this idea  · 

  8. 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
    Chrissy Hatcher supported this idea  · 

  9. Estimated Tax Information - more room for notes / loss carryforwards / taxable income / total itemized deductions

    15 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…)
    0 comments  ·  Redtail CRM » Know Your Client  ·  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
    Chrissy Hatcher supported this idea  · 

  10. Gift Log

    42 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…)
    0 comments  ·  Redtail CRM » Contact Record  ·  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
    Chrissy Hatcher supported this idea  · 

  11. Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

    83 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…)
    1 comment  ·  Redtail CRM » Contact Record  ·  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
    Chrissy Hatcher supported this idea  · 

  12. Make ALL Fields Searchable in the Advanced Search

    210 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…)
    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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
    Chrissy Hatcher supported this idea  · 

  13. UDFs should be able to be used in the advanced search feature.

    409 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…)
    19 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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
    Chrissy Hatcher supported this idea  · 

Feedback and Knowledge Base

(thinking…)