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Anonymous

← Customer Feedback for Redtail Technology

My feedback

4 results found

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

    1,217 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    Client review system is horrible..
    We woudl like to be able to quickly see when the last review was....
    Wish there was a spot right next to the picture of the client

  2. Add ability to search email *content,* not just subject lines

    92 votes
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    11 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous supported this idea  · 

  3. Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    174 votes
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    21 comments  ·  Redtail Imaging » Other  ·  Admin →
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    Anonymous commented  · 

    Currently it only allows me to stay logged in for 15 monites or so in imagining. Tailwag is ok, but imagine is not.

    Anonymous supported this idea  · 

  4. phonetic field for names

    97 votes
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    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous commented  · 

    It is important for us to pronounce clients names correctly.
    It would be nice to have a visiable spot with a phonetic "key" on the main contact page for us to reference.

    Anonymous supported this idea  · 

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