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J Hansen

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  1. 8 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    J Hansen supported this idea  · 
  2. 32 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    J Hansen supported this idea  · 
  3. 14 votes
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  4. 12 votes
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  5. 19 votes
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  6. 11 votes
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  7. 21 votes
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    J Hansen commented  · 

    Yes please!

    J Hansen supported this idea  · 
  8. 13 votes
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    J Hansen supported this idea  · 
  9. 9 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  10. 25 votes
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    J Hansen supported this idea  · 
  11. 418 votes
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  12. 211 votes
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  13. 56 votes
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  14. 1,217 votes
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    J Hansen supported this idea  · 
  15. 27 votes
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    J Hansen commented  · 

    We too would like to have the option to set a default preference of OFF/UNCHECKED for the Enable Birthday Reminders checkbox.

    All our new contacts get added as Leads or Referrals, and only once they become a client do we want to be reminded of their birthdays. It would be much easier to go back in and check the box for the ones that become a client, rather than having to uncheck the box for all the Leads and Referrals we don't end up working with...

    J Hansen supported this idea  · 
  16. 148 votes
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    J Hansen commented  · 

    PLEASE also consider adding a Condition that checks for a particular Keyword assigned to a contact. Example in our case: On email change, if the contact has the email newsletter keyword attached, send a message to the receptionist to change the email address in the online newsletter system.

    (BTW it's Constant Contact in our case. Would be nice if the email could be updated automatically through the Constant Contact integration but that's another issue...!)

    Thank you.

  17. 54 votes
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    J Hansen supported this idea  · 
  18. 542 votes
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    J Hansen commented  · 

    I would also like to request these fields:

    Mobile phone
    Spouse mobile phone
    Spouse email
    Spouse birthdate

    An error occurred while saving the comment
    J Hansen commented  · 

    Yes! We vote for:
    SS#
    Spouse SS#
    Spouse DOB
    And most importantly:
    CELL PHONE NUMBER!

    J Hansen supported this idea  · 
  19. 593 votes
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    J Hansen commented  · 

    When designing a workflow, if I change the order of steps within the workflow by dragging and dropping a step, it sticks on the screen in the new order, but as soon as I change or save a task or step, it reverts back to the original order. It's not saving the new order that I want... ?!

    J Hansen supported this idea  · 
  20. 530 votes
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    J Hansen supported this idea  · 

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