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← Customer Feedback for Redtail Technology

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15 results found

  1. Billable Time Tracking

    380 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous supported this idea  · 

  2. Make it possible to change a client's next review date without changing first review date!

    571 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  3. Warning when sending attachment

    38 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Anonymous supported this idea  · 

  4. Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    189 votes
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    23 comments  ·  Redtail Imaging » Other  ·  Admin →
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  5. Preview documents

    56 votes
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    2 comments  ·  Redtail CRM » Documents  ·  Admin →
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  6. Need a spot to add beneficiary info without creating beneficiary as a contact.

    205 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous supported this idea  · 

  7. Improve contact search.

    108 votes
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    4 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous supported this idea  · 

  8. Display memberships on the front page of the contact record.

    431 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous supported this idea  · 

  9. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  10. License Type Database List

    44 votes
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    8 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

  11. 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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    Anonymous supported this idea  · 

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

    1,374 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 

  13. Notification when ID expires

    114 votes
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    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Anonymous supported this idea  · 

  14. synchronize wedding anniversary

    61 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    An error occurred while saving the comment
    Anonymous commented  · 

    I agree! I don't understand why we have to manually enter the anniversary date of a wedding for two clients that are spouses!

    Anonymous supported this idea  · 

  15. Fix Contact Photo

    31 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    Once you've uploaded a photo to be the client's "profile photo" being allowed to crop it again in case it doesn't look good the way it is

    Anonymous supported this idea  · 

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