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Danielle

← Customer Feedback for Redtail Technology

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9 results found

  1. Indicate Source of Income

    51 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Danielle commented  · 

    If this was implemented, it would also be great to be able to search for all clients with social security income.

    Danielle supported this idea  · 

  2. Permission Folders

    466 votes
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    35 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Danielle supported this idea  · 

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

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Danielle supported this idea  · 

  4. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Danielle supported this idea  · 

  5. Laserapp - Memberships

    460 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Danielle supported this idea  · 

  6. Report Disclosures Editablility

    1 vote
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Danielle shared this idea  · 

  7. eFile Cabinet

    17 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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    Danielle supported this idea  · 

  8. UPS and FEDEX

    47 votes
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    3 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Danielle supported this idea  · 

  9. Email attachment from imaging

    69 votes
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    9 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Danielle supported this idea  · 

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