Skip to content

Anonymous

← Customer Feedback for Redtail Technology

My feedback

2 results found

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

    571 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Anonymous commented  · 

    We have a similar issue and one of the problems we have had is setting a review reminder for the 1st Monday of X Month, if the first Monday is the 7th and the last review date was on the 1st, which is a Tuesday, the next review date defaults to the 7th when the review was in-fact just completed a few days prior.

    Anonymous supported this idea  · 

  2. Age Based Triggers

    870 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    26 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Anonymous supported this idea  · 
    An error occurred while saving the comment
    Anonymous commented  · 

    I would love to be able to automate a workflow by using a client's date of birth. For example, I would like to set up a workflow for RMD's, however these are only required if a client is 701/2, so I would need the automation to by by the client's birthday or age.

Feedback and Knowledge Base

(thinking…)