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Megan

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Change First Review to Last Review under Client Review

    452 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Megan supported this idea  · 

  2. Create a Client Review at the Household Level

    114 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Megan commented  · 

    It doesn't really make sense how a lot of info that is on the household lvl isn't shared that way within RT. They only grab contact info.

    Megan supported this idea  · 

  3. We are new to Redtail but would greatly appreciate a Calendly integration

    29 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Megan commented  · 

    Currently looking for this as well.

  4. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Megan supported this idea  · 

  5. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Megan supported this idea  · 

  6. CRS

    23 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Megan supported this idea  · 

  7. attach activity to workflow

    64 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Megan supported this idea  · 

  8. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    196 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Megan supported this idea  · 
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    Megan commented  · 

    In addition more filter options for the workflows view would be great. You can filter by workflow owner, but I'd like to filter by task owner. The options now are very limited. I'm losing track of workflows bc there's too many and the views are not condensed enough, or condensed too much. Reminders that actually alert you would be beneficial as well, instead of just a reminder section, which again is too much and not filter friendly.

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