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← Customer Feedback for Redtail Technology

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10 results found

  1. activity in use alert

    25 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  2. Add Client Review Automation trigger event

    50 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  3. Recurring Activity Attendees

    19 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  4. Client review "reminder" should jive with actual dates on calendar as "activity"

    30 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  5. Automatically update last review date in client review section

    107 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  6. Change First Review to Last Review under Client Review

    437 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  7. CSA in Activity Attendee Drop-Down

    17 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    I have later learned that the CSA is assigned for permission purposes. We would prefer for the CSA to be assigned and listed in the "Contact Details" section right above "Servicing Advisor" then for those whom care, could also assign under permissions if they like to segregate the practice.

    Anonymous shared this idea  · 

  8. Include CSA in Contact Details (along side Writing Advisor and Servicing Advisor)

    22 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  9. Add Timestamp Shortcut

    27 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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  10. Please add

    16 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous shared this idea  · 

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