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Kelly

← Customer Feedback for Redtail Technology

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4 results found

  1. 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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    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

    600 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

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

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

    193 votes
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    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

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