Deborah Burnett

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Please add Memberships to the Profile Form

    146 votes
    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
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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  · 

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

    87 votes
    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Deborah Burnett supported this idea  · 

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