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Kelly

← Customer Feedback for Redtail Technology

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37 results found

  1. Remove Review Date when Client Status = Terminated

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

  2. Create a Client Review at the Household Level

    114 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. History of Client Reviews

    193 votes
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    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. Add Additional Fields to the Client Review Section

    348 votes
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    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  5. Change First Review to Last Review under Client Review

    452 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  6. Make it possible to change a client's next review date without changing first review date!

    570 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  7. Automations: Make the Know your Client Review Date a Trigger Event

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  8. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  9. RE: Next Review Date. Please enable us to put a future date not based on any previous review date and put it back to the way it used to be.

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

  10. Add "On Creation Date" to the Step Due in a workflow Step.

    38 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  11. Make a workflow step's due date relative to previous step's completion

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

  12. Add documents to workflows!

    140 votes
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    6 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  13. Edit 'Outcomes' in Workflows tool

    157 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  14. Dynamic Workflow Due Dates

    376 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  15. Allow Tasks to be moved between workflow Steps

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

  16. Workflow Flow Chart

    346 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 
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    Kelly commented  · 

    If I could I would use all of my votes on this process. It is difficult to write workflows without being able to print and discuss them with the office to make sure all steps, tasks, and outcomes are achieved. Redtail, you need to seriously consider making this available.

  17. Print Work Flow Template

    65 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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