Kelly

← Customer Feedback for Redtail Technology

My feedback

37 results found

  1. Remove Review Date when Client Status = Terminated

    97 votes
    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  2. Create a Client Review at the Household Level

    114 votes
    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  3. History of Client Reviews

    193 votes
    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  4. Add Additional Fields to the Client Review Section

    348 votes
    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  5. Change First Review to Last Review under Client Review

    457 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

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

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

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

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    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
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

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

    38 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

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

    86 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  12. Add documents to workflows!

    143 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  13. Edit 'Outcomes' in Workflows tool

    157 votes
    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  14. Dynamic Workflow Due Dates

    379 votes
    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  15. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  16. Workflow Flow Chart

    349 votes
    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 
    An error occurred while saving the comment
    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
    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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