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Ruth Tsakonas

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Option to view all activities

    383 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Ruth Tsakonas commented  · 

    We need to be able to view all activities quickly!!!!! This was closed previously as "completed". It's not completed, it's a work around that is a hassle! Having to enter custom data rather than having a dropdown option is very inefficient.

    Ruth Tsakonas supported this idea  · 

  2. Daily Activity Summary Email

    47 votes
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    4 comments  ·  Redtail CRM » Email  ·  Admin →
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    Ruth Tsakonas supported this idea  · 

  3. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Ruth Tsakonas supported this idea  · 

  4. 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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    Ruth Tsakonas supported this idea  · 

  5. RMD Value & Information section

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

  6. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Ruth Tsakonas supported this idea  · 

  7. Data Entry when Adding Documents

    60 votes
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    6 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Ruth Tsakonas supported this idea  · 

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