Kim Stachowiak

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Workflows on Frequency

    82 votes
    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kim Stachowiak supported this idea  · 

  2. Financial Planning Tab in Clients

    24 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Kim Stachowiak supported this idea  · 

  3. Address Updates

    28 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Kim Stachowiak supported this idea  · 

  4. Moving Driver's License under Contact Details

    28 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Kim Stachowiak commented  · 

    Also have the number change color when expired and a new one is needed.

    Kim Stachowiak supported this idea  · 

  5. When adding employment to a client please don’t automatically create a separate contact for the employer

    53 votes
    8 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
    How important is this to you?
    Kim Stachowiak supported this idea  · 

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