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1. Know Your Client

   10 votes

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   2 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Lucinda Chalmers shared this idea  ·  August 04, 2020

2. favorites

   73 votes

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   1 comment  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Lucinda Chalmers supported this idea  ·  September 23, 2020

3. Favorites Feature

   49 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Lucinda Chalmers supported this idea  ·  July 29, 2020

4. Favorites

   20 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Lucinda Chalmers supported this idea  ·  September 17, 2020

5. Change First Review to Last Review under Client Review

   437 votes

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   27 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Lucinda Chalmers supported this idea  ·  December 21, 2017
   Lucinda Chalmers shared this idea  ·  August 29, 2017

6. Make it possible to change a client's next review date without changing first review date!

   564 votes

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   34 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Lucinda Chalmers supported this idea  ·  March 15, 2017