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Jason Labrum

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. The ability to attach a picture of the Driver's License to the ID area

    19 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jason Labrum supported this idea  · 

  2. Fix Contact Photo

    31 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jason Labrum supported this idea  · 

  3. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jason Labrum commented  · 

    Yes, and it would be VERY nice if the emails were in the timeline and history of the notes so we don't have do search different places for notes vs. email. Also when we click on notes it should say Notes/Activities since the history on notes DOES have both.

    Jason Labrum supported this idea  · 

  4. 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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    Jason Labrum supported this idea  · 

  5. combine activities & notes to one tab

    48 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jason Labrum commented  · 

    Yes, also email should be included in the activity history also, so you don't have to go to a another 3 clicks to get to email.

    Jason Labrum shared this idea  · 

  6. Option to automatically rollover activity

    1,239 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jason Labrum supported this idea  · 

  7. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Jason Labrum supported this idea  · 

  8. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jason Labrum supported this idea  · 

  9. When creating new activity, give users the option to make the "more details page" the default.

    782 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jason Labrum supported this idea  · 

  10. Automations: Make the Know your Client Review Date a Trigger Event

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jason Labrum supported this idea  · 

  11. 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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    Jason Labrum supported this idea  · 

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