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Kate

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Add the option to have alerts / push notifications sent directly to the device

    411 votes
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    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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  2. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Kate supported this idea  · 

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

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Kate supported this idea  · 

  4. Contact by AUM report

    70 votes
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    7 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Kate commented  · 

    We only ever look at our clients on a "family" or "married couple" level. This is crucial when running a report for our Top Clients.

  5. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kate commented  · 

    When in the calendar view, I use the double click feature on a time to add a new event (appointment, task, etc.). It gives you the option to add an attendee, but I'd like to be able to add multiple in the quick add screen, rather than clicking more details and waiting for that screen to load before adding multiple attendees.

    Kate supported this idea  · 

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