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Carolyn Weeks

← Customer Feedback for Redtail Technology

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5 results found

  1. RMD Value & Information section

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

  2. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Carolyn Weeks supported this idea  · 

  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Carolyn Weeks supported this idea  · 

  4. Add columns to the Accounts Overview page

    70 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Carolyn Weeks supported this idea  · 

  5. Client Review Report

    89 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Carolyn Weeks commented  · 

    A client Review report noting the contact details, contact dashboard info, account list and the last 30 days of notes for an individual client. Or allow the creation of reports but selecting client criteria

    Carolyn Weeks supported this idea  · 

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