Sue Lubbers

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Save all emails as notes

    19 votes
    0 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Sue Lubbers supported this idea  · 

  2. Email Blasts - Birthdays

    25 votes
    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Sue Lubbers commented  · 

    It would be nice to even have the option to schedule the email to go out on the birthday.

    Sue Lubbers supported this idea  · 

  3. License Type Database List

    44 votes
    8 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Sue Lubbers supported this idea  · 
    An error occurred while saving the comment
    Sue Lubbers commented  · 

    would also be GREAT to be able to alphabetize these ists.

  4. Add Additional Fields to the Client Review Section

    348 votes
    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Sue Lubbers commented  · 

    It sure would be nice to have an at-a-glance spot that lists review meetings rather than have to hunt thru completed activities and notes. The review section is not very useful as it stands now.

  5. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Sue Lubbers supported this idea  · 

  6. Notification when ID expires

    114 votes
    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?

  7. Entering and updating Seminar/Event Attendees

    77 votes
    4 comments  ·  Redtail CRM » Seminar  ·  Admin →
    How important is this to you?
    Sue Lubbers supported this idea  · 

Feedback and Knowledge Base

(thinking…)