Joan Runke
My feedback
18 results found
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40 votes
An error occurred while saving the comment Joan Runke
supported this idea
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141 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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Joan Runke
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119 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Joan Runke
supported this idea
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36 votes
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Joan Runke
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96 votesJoan Runke
supported this idea
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85 votes
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Joan Runke
supported this idea
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An error occurred while saving the comment Joan Runke
commented
This has been a suggestion for Redtail for years. I am continually frustrated in both "Activities" and "Notes" seeing the date as "Last Monday" or "Next Tuesday" instead of the actual date. What does that mean? I contacted Support today to find out that "Last Monday" was actually the Monday of the week I am in, not "last week Monday". Different regions, cultures etc. might describe this date differently. The only real way to know is to actually list the date.
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20 votesJoan Runke
shared this idea
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13 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Joan Runke
supported this idea
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18 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Joan Runke
supported this idea
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1,855 votes
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An error occurred while saving the comment Joan Runke
commented
When is this going to be implemented? The Review features are really cumbersome and do not reflect the reality of how most offices actually schedule or look at reviews.
An error occurred while saving the comment Joan Runke
commented
Please implement this change. In real life, almost no client comes in exactly every 6 months from the very first time they came in for a review. We always set a date 6 months or a year after the client actually comes in for their actual review. There also seems to be a system glitch where the date we are manually putting in as the "first review date", but is actually their "last review date" keeps reverting back. We have had to resort to using the UDF feature now because we cannot trust that the date we are manually entering into the review section is staying there.
An error occurred while saving the comment Joan Runke
commented
Yes, "first review date" should be named "last review date" and there should be something to allow users to actually complete the review so it doesn't show up on the "past due" reminders on the calendar. This is so frustrating. What purpose does "past due review" serve if it shows all reviews, not just the ones that are actually "past due"?
An error occurred while saving the comment Joan Runke
commented
Please change the "past due reminders" feature in Tailwag. Right now, if you have a 30, 60, or 90 days past due setting so you can see which client reviews were missed, it also shows clients who already had a review. In the old system, if you set the "first review date" as the actual last review date and put in the next review timeframe (i.e. 6 months) the first review (or actual last review) dropped off the calendar. Now it is impossible to tell which of the client reviews on the "past due" are actually PAST DUE. Setting your preferences "0 days" past due does not solve this problem because you might need to see back 30, 60, or 90 days to see which clients were missed in the review process. In Tailwag, you can't tell which client reviews were updated with a new "first review" (last review) date because they all show up.
Joan Runke
supported this idea
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An error occurred while saving the comment Joan Runke
commented
YES! Please change this in leapfrog. If you miss the review date, you can't really tell when the person was supposed to come in and it's no longer on your review schedule because it was moved to the next time period (next 6 mo. or year).
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100 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
Joan Runke
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296 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Joan Runke
supported this idea
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790 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Joan Runke
supported this idea
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199 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Joan Runke
supported this idea
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241 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
Joan Runke
supported this idea
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942 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Joan Runke
supported this idea
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1,985 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Joan Runke
supported this idea
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166 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Joan Runke
commented
Suzanne Rodriguez, I think it is strange. I get only the name and address, but not state id, phone number etc.
Joan Runke
supported this idea
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An error occurred while saving the comment Joan Runke
commented
When exporting to Laser Apps, it exports the head of household's address etc. But when exporting a spouse or other family member, it only exports the name and you have to manually type in the address, phone number etc. Please correct this so that it will export all the same info for members of the same household.
This has been a suggestion for Redtail for years. I am continually frustrated in both "Activities" and "Notes" seeing the date as "Last Monday" or "Next Tuesday" instead of the actual date. What does that mean? I contacted Support today to find out that "Last Monday" was actually the Monday of the week I am in, not "last week Monday". Different regions, cultures etc. might describe this date differently. The only real way to know is to actually list the date.