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Deborah Burnett

← Customer Feedback for Redtail Technology

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5 results found

  1. Birthday calendar reminder on individual user calendar

    47 votes
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    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Deborah Burnett shared this idea  · 

  2. Distinguishing minor children from adult children

    41 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Deborah Burnett supported this idea  · 

  3. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Deborah Burnett commented  · 

    Please allow custom fields to be added to Personal Profile Form. Specifically we would like to add Pets and Memberships to that form so we could track all of our clients pets names/DOB.

    Deborah Burnett supported this idea  · 

  4. Date of Death and Termination Date do not show on Personal Profile. Would be helpful for archiving records.

    66 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Deborah Burnett supported this idea  · 

  5. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    80 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Deborah Burnett supported this idea  · 

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