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Erika

← Customer Feedback for Redtail Technology

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3 results found

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

    1,256 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Erika supported this idea  · 
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    Erika commented  · 

    When a Review Meeting Reminder appears on the "All Day" section of the calendar it reminds us to schedule a review meeting with a client. However, there is no way to "Complete" or make the reminder go away once we have scheduled that client. This would be a very helpful tool to add to this reminder.

  2. 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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    Erika supported this idea  · 

  3. Ability to link 2 contacts at once to an activity, task, etc...

    21 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Erika supported this idea  · 

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