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Cathi

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. 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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    Cathi commented  · 

    I completely agree with Donna, below. We have had to stop using this feature and go back to our Excel spreadsheet. Nobody cares when the first review was, we care when the most recent review was done. Also the fact that the date rolls over automatically makes you lose track of missed reviews.

  2. Option to automatically rollover activity

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

  3. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Cathi supported this idea  · 

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