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Jess

← Customer Feedback for Redtail Technology

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27 results found

  1. RMD Information/Log

    9 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jess shared this idea  · 

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

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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  4. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  5. Adding RMD INFO. Tab - nexto Misc Client Info

    26 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  6. Relationship between households

    85 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  7. Allow clients to self-schedule appointments directly through Redtail

    87 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  8. link workflow task to activity

    43 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  9. Add Opportunities as an Automation Trigger Event

    29 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Jess supported this idea  · 

  10. Client Review Revamp!!

    63 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  11. Make a "this was a client review" check box in notes and activities

    106 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  12. Client Review - it would be helpful to be able to add the "last review date"

    69 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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  13. 'Complete' Client Reviews

    36 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  14. NEXT REVIEW

    27 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  15. Option to Automatically Generate a Next Review Date based on COMPLETION of previous Review

    28 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jess supported this idea  · 

  16. 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
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jess supported this idea  · 

  17. client review

    43 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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  18. review date

    13 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  19. add mobile phone as a field in mail merge

    59 votes
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    4 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  20. Review Tab

    52 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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