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Anonymous

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Contact name should show first for activities

    96 votes
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    8 comments  ·  Redtail CRM » Activities  ·  Admin →
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  2. Update clients contact photo based off of their linked social media website

    85 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  3. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. Link email to notes/activities

    628 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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  6. Morningstar - Make Reports on Family

    79 votes
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    6 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  7. Add Revenue to the Opportunities dashboard and reports

    379 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    i would agree with this also and add that when you are linking an opportunity to a client when your looking at the opportunites page you can not tell whos opportunity is whos without opening it up which does not make sense to me

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