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Julie Devisser

← Customer Feedback for Redtail Technology

My feedback

8 results found

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

    1,416 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Julie Devisser supported this idea  · 

  2. Workflow Complete Triggers Additional Workflow

    283 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Julie Devisser supported this idea  · 

  3. Option to view all activities

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

  4. RMD Value & Information section

    1,996 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Julie Devisser supported this idea  · 

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

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

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

    2,305 votes
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    167 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Julie Devisser supported this idea  · 

  7. add a designated beneficiary area for beneficiary information.

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

  8. Allow Tasks to be moved between workflow Steps

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