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Courtney

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Add Contact Name to Notification Subject Line

    90 votes
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    12 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Courtney commented  · 

    I 1000% agree with this. Our advisors get so many emails (outside of the tons of Redtail) notifications. We end up sending a separate email to them (with the Client in the Subject) so they know to look at it right away.

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

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Courtney supported this idea  · 

  3. Triggers

    251 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Courtney supported this idea  · 

  4. Open Activities from Today screen - order of Past Due

    285 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Courtney supported this idea  · 

  5. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Courtney supported this idea  · 

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