Anonymous

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3 results found

  1. 146 votes
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    Anonymous commented  · 

    PLEASE. It was perfect in Leapfrog. As soon as a client called I would just scroll down to the bottom of the profile to see the family/business connections. Please don't make us do additional clicks (which take us out of the main view of important client information).

    Add Memberships back to the main contact page.

    Thank you

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  2. 658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
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  3. 1,280 votes
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    Anonymous commented  · 

    Right now the system only lets you see client's who are 90 days past due on their scheduled Annual Review.

    Example: if a client's meeting schedule is set for 1/1/15, then they "fall off the list" on 4/1/2016.

    It would be wonderful if RT would re-code the Preferences section so we could extend the 90 day setting to 365 day or indefinite. That would create a very easy system for us to see who we haven't reviewed with.

    Anonymous supported this idea  · 

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