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Rhonda Campbell

← Customer Feedback for Redtail Technology

My feedback

15 results found

  1. Show the Details of the Actions done on the Timeline

    246 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Rhonda Campbell commented  · 

    Agree! Workflow steps, completed activities and opportunity correspondence need to show up in the timeline. System use to have the workflow and activities show up in the timeline. Even when you show "all" in the timeline it does not give you the individual steps that happened without another 5 clicks or so. It is so hard to click numerous times to see what is going on with a client when you a few short moments when a client is on the phone. This needs changed ASAP.

    Rhonda Campbell supported this idea  · 

  2. Add Opportunity Notes to Linked Contacts

    149 votes
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    11 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Rhonda Campbell supported this idea  · 

  3. Laserapp - Memberships

    460 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Rhonda Campbell supported this idea  · 

  4. Can you link a contact's work address with that of their employer?

    75 votes
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    10 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Rhonda Campbell supported this idea  · 

  5. Create an Activity from the Opportunity Tracker

    262 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  6. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Rhonda Campbell supported this idea  · 

  7. Activity Creator should get notification of task completed

    93 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Rhonda Campbell supported this idea  · 

  8. Automatically fill the state and city based on zip code

    167 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Rhonda Campbell supported this idea  · 

  9. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  10. beneficiaries

    57 votes
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    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  11. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  12. 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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  13. Anniversary duplication

    43 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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  14. 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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  15. Duplicates in email history

    135 votes
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    5 comments  ·  Redtail CRM » Email  ·  Admin →
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    Rhonda Campbell supported this idea  · 

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