Skip to content

Kimberly Krueger

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Sorting of "Activities"

    188 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kimberly Krueger supported this idea  · 

  2. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    95 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kimberly Krueger supported this idea  · 
    An error occurred while saving the comment
    Kimberly Krueger commented  · 

    If I have a client with the name John 'John' W. Smith and John 'Jonny' W. Smith Jr., when I go to link a beneficiary to an account, or owner or insured, it comes up with just John Smith. I have to guess which John to use. It would be nice to not have to guess. Thanks!

Feedback and Knowledge Base

(thinking…)