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Christina Perna

← Customer Feedback for Redtail Technology

My feedback

39 results found

  1. Have marriage date and divorced date fields.

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

  2. Add More Marital Status Options

    42 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Christina Perna supported this idea  · 

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

    9 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Christina Perna supported this idea  · 

  4. Household names and labels

    19 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Christina Perna supported this idea  · 

  5. Family member relationship

    51 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Christina Perna supported this idea  · 

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

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

  7. "significant other, fiancee

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

  8. Change showing Married to Partnered and let the Martial Status denote the type of partnership.

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

  9. Activity Completed Trigger

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

  10. Appointment Confirmation Button on Activity Screen

    46 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Christina Perna supported this idea  · 

  11. Ability to Print the Contact Card

    17 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Christina Perna supported this idea  · 

  12. Show note comments on timeline

    325 votes
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    9 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Christina Perna supported this idea  · 

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

    747 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Christina Perna supported this idea  · 

  14. Activities saved as draft

    329 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  · 

  15. Workflow automation to create Activities

    314 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Christina Perna supported this idea  · 

  16. Add the Automation Condition field - Created By

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

  17. Please add client picture to the Personal Profile Form

    26 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Christina Perna supported this idea  · 

  18. "Important Information" Block

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

  19. Add Revenue to the Opportunities dashboard and reports

    367 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Christina Perna supported this idea  · 

  20. Track Commissions

    91 votes
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    8 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Christina Perna supported this idea  · 
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