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Stephanie Lutz

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Stephanie Lutz commented  · 

    I hate that this new version takes you away from the calendar. If your job is scheduling all day like mine is, you need to be able to see ahead. I actually had to get a paper calendar for my desk to work around this.

    Stephanie Lutz supported this idea  · 

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

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Stephanie Lutz supported this idea  · 

  3. Popup alert or notification to confirm when you drag a calendar event

    81 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Stephanie Lutz supported this idea  · 

  4. Data import

    92 votes
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    10 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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  5. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Stephanie Lutz supported this idea  · 

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

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  7. Creator receiving own team email notification

    42 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Stephanie Lutz supported this idea  · 

  8. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Stephanie Lutz supported this idea  · 

  9. 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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    Stephanie Lutz supported this idea  · 

  10. Activity Creator should get notification of task completed

    93 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Stephanie Lutz supported this idea  · 

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