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Brenda Gebhardt

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Billable Time Tracking

    385 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Brenda Gebhardt supported this idea  · 

  2. Husband & Wife as One

    36 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Brenda Gebhardt supported this idea  · 

  3. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    83 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Brenda Gebhardt supported this idea  · 

  5. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Brenda Gebhardt commented  · 

    Yes and make it easier to change the UDF from a no to yes or visa versa.

  6. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    251 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Brenda Gebhardt supported this idea  · 

  7. Albridge Feed Missing Company Name and Registration Type

    190 votes
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    19 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Brenda Gebhardt supported this idea  · 

  8. Month view on the calendar, would be great if the month view defaulted using the current week.

    23 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Brenda Gebhardt supported this idea  · 

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