Kelly

← Customer Feedback for Redtail Technology

My feedback

4 results found

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

    87 votes
    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 
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    Kelly commented  · 

    We are just thinking the same thing in our office, An Anniversay Report would be perfect, We have had several milestone anniversaries this year that we almost missed.

  2. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  3. On the contact search results page make the columns sort-able.

    104 votes
    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  4. History of Client Reviews

    193 votes
    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

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