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Kelly

← Customer Feedback for Redtail Technology

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33 results found

  1. Workflow Complete Triggers Additional Workflow

    282 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kelly supported this idea  · 

  2. UDFs should be able to be used in the advanced search feature.

    438 votes
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    21 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Kelly supported this idea  · 

  3. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kelly supported this idea  · 

  4. UDF's at Household Level

    34 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Kelly supported this idea  · 

  5. Allow Customization of "Things to do today" and other widgets on Homescreen

    53 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Kelly supported this idea  · 

  6. Option to change the note time stamp

    45 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kelly supported this idea  · 

  7. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

    76 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  8. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  9. workflow tasks on calendar

    44 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  10. checklist

    117 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kelly supported this idea  · 

  11. Client Review Reminder by Months

    15 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  12. personal profile form w/ UDF's

    26 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  13. Client review section.Would like to see "next dates" Quarterly, Semi-annual and Annually

    36 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  14. annual review

    51 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  15. client review

    49 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  16. Client Review Reminder

    79 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  17. reviews

    61 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  18. Make a "this was a client review" check box in notes and activities

    110 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  19. Remove Review Date when Client Status = Terminated

    100 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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  20. Create a Client Review at the Household Level

    160 votes
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    10 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 
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