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Anonymous

← Customer Feedback for Redtail Technology

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  1. **Please don't classify activities as past due until after the end date**

    106 votes
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    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    There is a start date and end date for a task. Sometimes a task take 3 months but you want it on your overview page. There needs to be an option for the overview to show the outstanding tasks based on the end date rather than the start date.

    Anonymous supported this idea  · 

  2. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    84 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous supported this idea  · 

  3. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous supported this idea  · 

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