Jess

← Customer Feedback for Redtail Technology

My feedback

29 results found

  1. Client Review Report

    95 votes
    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  2. Change First Review to Last Review under Client Review

    457 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  3. RMD Information/Log

    15 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Jess shared this idea  · 

  4. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  6. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  7. Adding RMD INFO. Tab - nexto Misc Client Info

    26 votes
    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  8. Relationship between households

    85 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  9. Allow clients to self-schedule appointments directly through Redtail

    87 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  10. link workflow task to activity

    43 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  11. Add Opportunities as an Automation Trigger Event

    29 votes
    1 comment  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  12. Client Review Revamp!!

    63 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  13. Make a "this was a client review" check box in notes and activities

    107 votes
    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  14. Client Review - it would be helpful to be able to add the "last review date"

    69 votes
    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  15. 'Complete' Client Reviews

    36 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  16. NEXT REVIEW

    28 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  17. Option to Automatically Generate a Next Review Date based on COMPLETION of previous Review

    28 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  18. RE: Next Review Date. Please enable us to put a future date not based on any previous review date and put it back to the way it used to be.

    19 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  19. client review

    43 votes
    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 

  20. review date

    13 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Jess supported this idea  · 
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