Mark Fulton

← Customer Feedback for Redtail Technology

My feedback

13 results found

  1. Make it possible to change a client's next review date without changing first review date!

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Mark Fulton supported this idea  · 

  2. Client Review Report

    96 votes
    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Mark Fulton supported this idea  · 

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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Mark Fulton supported this idea  · 

  4. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Mark Fulton supported this idea  · 

  5. History of Client Reviews

    193 votes
    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Mark Fulton supported this idea  · 

  6. Report that will run last Client Review date

    59 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Mark Fulton supported this idea  · 

  7. client review

    44 votes
    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Mark Fulton supported this idea  · 

  8. Client review section.Would like to see "next dates" Quarterly, Semi-annual and Annually

    36 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Mark Fulton supported this idea  · 

  9. Populate calendar with annual review based on Effective date or Issue date

    14 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Mark Fulton supported this idea  · 

  10. annual review

    51 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Mark Fulton supported this idea  · 

  11. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    Mark Fulton supported this idea  · 

  12. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Mark Fulton supported this idea  · 

  13. Advanced Search always available

    53 votes
    3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Mark Fulton shared this idea  · 

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