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← Customer Feedback for Redtail Technology

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9 results found

  1. Client Intake Form to email or provide tablet for clients to complete

    70 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  2. 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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  3. add a designated beneficiary area for beneficiary information.

    108 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  4. Timeline

    101 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. Notes - Click Button to Add to Household

    119 votes
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    7 comments  ·  Redtail CRM » Notes  ·  Admin →
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  6. Client's name at the very top of all notes, tasks, activities

    135 votes
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    6 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  7. Option to sort "Notes by Contact" reports by client name

    3 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  8. Confirm appointments using different color

    15 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  9. notification when clients arrive

    4 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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Feedback and Knowledge Base

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