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SUSAN JOHNSON

← Customer Feedback for Redtail Technology

My feedback

4 results found

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

    570 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    SUSAN JOHNSON supported this idea  · 

  2. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    SUSAN JOHNSON supported this idea  · 

  3. Option to view all activities

    386 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    SUSAN JOHNSON supported this idea  · 

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

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    SUSAN JOHNSON commented  · 

    This is the one most important thing that will make the program more useful.

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    SUSAN JOHNSON commented  · 

    I set my first review date as the last meeting date and then i will have a reminder as the next date is coming up. However, if that date passes, it rolls to the next date. This makes it very difficult to see who is past due. People have listed many work arounds but this is more work for a feature that the old Redtail had. We even have a report for review reminders that give you an option on how many days past due you want when you can't get any days past due.
    PLEASE fix this!

    SUSAN JOHNSON supported this idea  · 

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