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Betty

← Customer Feedback for Redtail Technology

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5 results found

  1. Enable Custom Columns on Today Screen - We Don't Use Location

    56 votes
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Betty supported this idea  · 
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    Betty commented  · 

    One column we would find helpful to include would be client status as that would help our staff prioritze work by our internally defined client status say if that's A, B, C staff would know to prioritize tasks for A clients over C clients

  2. Fluid Role Reassignment in workflows...

    24 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Betty supported this idea  · 

  3. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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  4. Please make All Account fields available on Custom Export Templates

    76 votes
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    5 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Betty supported this idea  · 
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    Betty commented  · 

    Including Tag Groups

  5. Tag Group and and Client Lists - Data Export and Printing Options

    100 votes
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    14 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Betty supported this idea  · 

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