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← Customer Feedback for Redtail Technology

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21 results found

  1. Please show The Date stamp in Notes instead of "Today", "Yesterday"

    26 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  2. notes

    72 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. client review

    37 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. typing dates

    13 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  5. Notes - Click Button to Add to Household

    119 votes
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    7 comments  ·  Redtail CRM » Notes  ·  Admin →
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  6. save clone and complet activity

    33 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. Option to view all activities

    383 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    There is a lot of blank space on the main client screen. I would like to see all upcoming activities as well as a few past activities automatically populate there when I bring up the client. It gives me a quick snapshot of what's happening with the client. By the time I click, click, click, and look at all those different screens, I don't get much of an overview.

    Anonymous supported this idea  · 

  8. Householding accounts

    53 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this 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!

  9. Husband & Wife as One

    29 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  10. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 

  11. Full date display for activities

    62 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous shared this idea  · 

  12. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  13. Why do I have to filter my dates in activities every time I sign into Redtail

    18 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  14. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  15. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    Entering the clients first review date and then expecting it to always be annually on that date is unrealistic. The review date needs more flexibility.

  16. Please add a pop-up alert before saving an activity if there is no linked contact

    12 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  17. When I click "Go back to search Results", take me down to the record I was working on, instead of taking me to the top of the list.

    100 votes
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    5 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous supported this idea  · 

  18. History of Client Reviews

    193 votes
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    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  19. Show Contact Details on all pages

    76 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  20. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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