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← Customer Feedback for Redtail Technology

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10 results found

  1. client review

    50 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  2. Notes - Click Button to Add to Household

    122 votes
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    8 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. Option to view all activities

    392 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  · 

  4. Husband & Wife as One

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

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 

  6. 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  · 

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

    803 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. 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

    432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  9. History of Client Reviews

    296 votes
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    12 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

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