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Laurence

← Customer Feedback for Redtail Technology

My feedback

23 results found

  1. Additional family options (not in the 'Membership' page)

    72 votes
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    5 comments  ·  Redtail CRM » Family  ·  Admin →
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    Laurence supported this idea  · 

  2. Family tree

    89 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Laurence supported this idea  · 

  3. Create a Client Review at the Household Level

    114 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Laurence supported this idea  · 

  4. Have Household Keywords

    36 votes
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    0 comments  ·  Redtail CRM » Keywords  ·  Admin →
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    Laurence supported this idea  · 

  5. Household

    74 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Laurence supported this idea  · 

  6. Billable Time Tracking

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

  7. Apply different time zones to different events in Calendar

    78 votes
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    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Laurence supported this idea  · 

  8. Zoom Phone Integration

    50 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Laurence supported this idea  · 

  9. Shade All Day Events on Calendar

    6 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Laurence shared this idea  · 

  10. link an existing note to an existing activity

    96 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Laurence supported this idea  · 

  11. Be able to add a linked note after an activity is completed

    18 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Laurence supported this idea  · 

  12. Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"

    59 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Laurence supported this idea  · 

  13. Family member relationship

    60 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Laurence supported this idea  · 

  14. Outlook 365 Integration

    66 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    Laurence commented  · 

    Agreed. A simple plugin that allows the user to link a task, calendar activity, or even an email (if related to the client but not from the client) would be super helpful.

    Laurence supported this idea  · 

  15. Outlook integration

    69 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Laurence supported this idea  · 

  16. Calendly Integration

    74 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Laurence supported this idea  · 

  17. Name in "Referred By" window be hyper-linked to Contact's Record

    45 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Laurence supported this idea  · 

  18. Segment contacts by different colors on contact page

    35 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Laurence supported this idea  · 

  19. Break out Income more so we can differenciate Earned Income, Social Security, Pension, and Other to align with reality of financial planning

    26 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Laurence supported this idea  · 

  20. Hide Default Categories (AGAIN)

    24 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Laurence shared this idea  · 
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