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Jennifer

← Customer Feedback for Redtail Technology

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4 results found

  1. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jennifer supported this idea  · 
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    Jennifer commented  · 

    Here is an Idea - Please vote.
    We should have review Date for different Client Categories (A,B,C) Defaulted to the following? But also be able to customize for clients preferences?
    A – Review Times 4 times a year – quarterly
    B - Semi Monthly Review
    C – Annual Review
    And have household members review dates be triggered by head of household. Most households only like to meet at the same time and review at the same time. But rather than having to establish different review dates, is there a way to say, review date applies to household?

  2. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Jennifer supported this idea  · 

  3. Setup contact head of household & spouse

    19 votes
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    1 comment  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Jennifer commented  · 

    How?

  4. Addd a QUICK Advisor/Assistant To-Do-List button

    15 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jennifer supported this idea  · 

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