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Joe Breslin

← Customer Feedback for Redtail Technology

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9 results found

  1. Filter client reviews and birthdays by user

    152 votes
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    12 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Joe Breslin supported this idea  · 

  2. Show note comments on timeline

    325 votes
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    9 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Joe Breslin supported this idea  · 

  3. E-mail notifications for comments on existing notes

    391 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Joe Breslin supported this idea  · 

  4. Change First Review to Last Review under Client Review

    437 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Joe Breslin supported this idea  · 

  5. 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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    Joe Breslin supported this idea  · 

  6. Contacts > Notes > Comments Notification

    104 votes
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    8 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Joe Breslin commented  · 

    Here for this. It would be ideal if we could type @JohnDoe and it triggers the notification to the user. This would similar to how we all use social media platforms.

  7. synchronize wedding anniversary

    58 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Joe Breslin supported this idea  · 
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    Joe Breslin commented  · 

    Here for this. If the contact is married in the family field and a wedding anniversary is added, it should automatically carry it over to the spouse contact.

  8. 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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    Joe Breslin supported this idea  · 

  9. List of activities should have a Sort-able Due Date Column

    17 votes
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    5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Joe Breslin commented  · 

    Sorting by due date often has more relevance than sorting by the date the activity was assigned. Please add this functionality to the activities page.

    Joe Breslin supported this idea  · 

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