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Jason Labrum

← Customer Feedback for Redtail Technology

My feedback

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jason Labrum supported this idea  · 

  4. 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  · 

  5. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jason Labrum supported this idea  · 

  6. 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

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

  7. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jason Labrum supported this idea  · 

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

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

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

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jason Labrum supported this idea  · 

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

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Jason Labrum supported this idea  · 

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