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Christina Perna

← Customer Feedback for Redtail Technology

My feedback

31 results found

  1. Expand automation options!!!!

    47 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Christina Perna supported this idea  · 

  2. On the automation Templates would like to see the Category added. So that an activity will be automatically generated from type of category

    15 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Christina Perna supported this idea  · 

  3. Expand Automation Options

    155 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Christina Perna supported this idea  · 

  4. Automation

    18 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Christina Perna supported this idea  · 

  5. automation

    14 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Christina Perna supported this idea  · 

  6. Automation - Trigger Event - Contact Category Change

    44 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Christina Perna supported this idea  · 

  7. Add More Marital Status Options

    48 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Christina Perna supported this idea  · 

  8. Align Household Marital Status in Contact Details with the Household

    12 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Christina Perna supported this idea  · 

  9. Household names and labels

    29 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Christina Perna supported this idea  · 

  10. Family member relationship

    66 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Christina Perna supported this idea  · 

  11. Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"

    74 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Christina Perna supported this idea  · 

  12. "significant other, fiancee

    59 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Christina Perna supported this idea  · 

  13. Activity Completed Trigger

    283 votes
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    11 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Christina Perna supported this idea  · 

  14. Show note comments on timeline

    334 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Christina Perna supported this idea  · 

  15. 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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    Christina Perna supported this idea  · 

  16. Activities saved as draft

    335 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Christina Perna commented  · 

    Please allow drafts for notes in activity description. Quite frequently we get interrupted in the middle of adding information in the description section of an activity. Having a draft of that information would be extremely helpful.

    Christina Perna supported this idea  · 

  17. Workflow automation to create Activities

    340 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Christina Perna supported this idea  · 

  18. Add Revenue to the Opportunities dashboard and reports

    382 votes
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    43 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Christina Perna supported this idea  · 

  19. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Christina Perna supported this idea  · 

  20. Add an Estate Planning Tab

    106 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Christina Perna supported this idea  · 
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