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← Customer Feedback for Redtail Technology

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12 results found

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

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Grace supported this idea  · 

  2. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Email Blasts - Birthdays

    25 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  4. linking documents

    91 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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  5. Make a "this was a client review" check box in notes and activities

    110 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Grace supported this idea  · 

  6. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Grace supported this idea  · 

  7. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Grace supported this idea  · 

  8. Documents

    192 votes
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    18 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Grace supported this idea  · 

  9. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Grace supported this idea  · 

  10. Adding Additional Roles

    240 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Grace commented  · 

    This is much needed for our workplace! please consider!

    Grace supported this idea  · 

  11. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  12. Add documents to workflows!

    619 votes
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    32 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Grace supported this idea  · 

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