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Kent Niebuhr

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  1. 11 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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    Kent Niebuhr shared this idea  · 
  2. 24 votes
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    Kent Niebuhr supported this idea  · 
  3. 15 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kent Niebuhr shared this idea  · 
  4. 23 votes
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    Kent Niebuhr supported this idea  · 
  5. 32 votes
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  6. 89 votes
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  7. 193 votes
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    Kent Niebuhr supported this idea  · 
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    Kent Niebuhr commented  · 

    It would be great to be able to generate a report for the first/prior meetings with clients as of a certain date in the past.

  8. 48 votes
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    4 comments  ·  Redtail CRM » Email  ·  Admin →
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    Kent Niebuhr shared this idea  · 
  9. 75 votes
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    Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kent Niebuhr shared this idea  · 
  10. 29 votes
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    Kent Niebuhr commented  · 

    If an employer changes its name, we need a way to bulk change the employer name in all the employee's records at once.

    Kent Niebuhr supported this idea  · 
  11. 160 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kent Niebuhr commented  · 

    It would be helpful to tag notes with more than one category, such as if we received an email and emailed the client back, we could tag the note with "Email Received" and "Email Sent", or "Call Received" and "Call Left Message", so that the note itself would say soemthing like, "Client called and left a voicemail. I called back and spoke with the client." Multiple categories would show that the note refers to both a voicemail received and a call made.

    Kent Niebuhr supported this idea  · 
  12. 211 votes
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  13. 465 votes
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    Kent Niebuhr supported this idea  · 
  14. 1 vote
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  15. 315 votes
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    Kent Niebuhr commented  · 

    I’d like to be able to have something like a “Last Review Date” and a “Next Review Date” which are independent of each other. For example, if I met with a client in January 2014, but my next meeting with him was March 2015, and I just made an appointment to meet with him again in June of 2016, I’d like to be able to have all those dates recorded exactly that way. From my attempts to do this, it seems like all I can enter is the “First Review”, and then set a regular interval for subsequent meetings. That doesn’t do what I need it to do. The best I seem to be able to do is always change the “First Review” field to the date of the last time I met with the client, but, obviously, that’s misleading. Is there a way that I can use Redtail’s “Review” fields to make it work the way I’ve described?

    Kent Niebuhr supported this idea  · 

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