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Julie Devisser

← Customer Feedback for Redtail Technology

My feedback

9 results found

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

    1,374 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Julie Devisser supported this idea  · 

  2. Workflow Complete Triggers Additional Workflow

    273 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Julie Devisser supported this idea  · 

  3. Display memberships on the front page of the contact record.

    431 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Julie Devisser supported this idea  · 

  4. Option to view all activities

    389 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Julie Devisser supported this idea  · 

  5. RMD Value & Information section

    1,970 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Julie Devisser supported this idea  · 

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

    789 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Julie Devisser supported this idea  · 

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

    571 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Julie Devisser supported this idea  · 

  8. add a designated beneficiary area for beneficiary information.

    117 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Julie Devisser supported this idea  · 

  9. Allow Tasks to be moved between workflow Steps

    600 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Julie Devisser supported this idea  · 

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