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Kim Stachowiak

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. I absolutely LOVE your new images for the login screen - keep those Redtail Pups and fresh art coming...makes me happy when I start my day!

    10 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Kim Stachowiak supported this idea  · 

  2. Automatically Link Contacts with their Company

    24 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kim Stachowiak supported this idea  · 

  3. Workflows on Frequency

    77 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kim Stachowiak supported this idea  · 

  4. When I click "Go back to search Results", take me down to the record I was working on, instead of taking me to the top of the list.

    100 votes
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    5 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Kim Stachowiak supported this idea  · 

  5. Financial Planning Tab in Clients

    21 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kim Stachowiak supported this idea  · 

  6. search partial name

    22 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Kim Stachowiak supported this idea  · 

  7. in progress

    12 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Kim Stachowiak supported this idea  · 

  8. Address Updates

    28 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kim Stachowiak supported this idea  · 

  9. "Last Updated" Add to Contact Details/Card

    12 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kim Stachowiak supported this idea  · 

  10. Moving Driver's License under Contact Details

    28 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kim Stachowiak commented  · 

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

    Kim Stachowiak supported this idea  · 

  11. Business contacts have a field to list owner(s) name(s)

    6 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kim Stachowiak shared this idea  · 

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

    49 votes
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    7 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Kim Stachowiak supported this idea  · 

Feedback and Knowledge Base

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