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Cheryl

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Reformat the Contact Card to Allow Cutomization

    44 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Cheryl commented  · 

    I agree with being able to customize the order on the Contact Card. For example, if I have entered two different phone numbers and later add another one, it will be the last one on the list. If I want it to be first, I have to delete and re-enter the other numbers. I would like to be able to rearrange the order of those fields without having to start from scratch.

  2. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Cheryl supported this idea  · 

  3. "Important Information" Block

    141 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Cheryl supported this idea  · 

  4. Need a spot to add beneficiary info without creating beneficiary as a contact.

    202 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Cheryl supported this idea  · 

  5. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Cheryl commented  · 

    Please, please, please. Data gathering is a huge part of my job, and this would make it so much easier!

    Cheryl supported this idea  · 

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