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← Customer Feedback for Redtail Technology

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39 results found

  1. To Do List

    81 votes
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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  2. Pinned note(s) show first on main Contact Screen Note Box

    154 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. Scheduling & Confirmations

    148 votes
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    3 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  4. Tracking maiden names and name changes.

    174 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  5. Add Clients by Region Mapping/Reporting

    219 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  6. Change First Review to Last Review under Client Review

    434 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  7. Activities saved as draft

    329 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  8. Option to NOT notify existing activities attendees

    49 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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  9. Creating an Activity Should Send ONE Notification

    38 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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  10. Activity Creator should get notification of task completed

    93 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  11. Task list

    102 votes
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    5 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  12. Make the full name including suffix show on the calendar.

    120 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  13. Allow users to select office hours or availability on the calendar.

    39 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  14. conference room availability

    105 votes
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    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  15. Review Date Reminders

    61 votes
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    Received  ·  2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  16. When adding a new contact for a husband and a wife, more then just the address & phone # should be added for the spouse

    19 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  17. Ability to enter a date for when the note occurred, not just when the note was created

    73 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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  18. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  19. 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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    Anonymous commented  · 

    It's super frustrating when you have to go into a client review date to change a date or have a date drop off the calendar because it rolls to the next date. It would be nice to select the first meeting date and then select whether you want to see the client monthly, quarterly, semi-annually, or annually. Moreover, it would be great to have the review reminders stay on the calendar until you've somehow acknowledged that the review reminder can completed.

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

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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