Carolyn Weeks

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. RMD Value & Information section

    1,973 votes
    97 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

    932 votes
    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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Carolyn Weeks supported this idea  · 

  4. Add columns to the Accounts Overview page

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

  5. Client Review Report

    96 votes
    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    An error occurred while saving the comment
    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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