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Christina Perna

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31 results found

  1. Tag Group and and Client Lists - Data Export and Printing Options

    100 votes
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    14 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Christina Perna commented  · 

    It would be nice to pull a report for our clients that show the Tag groups they are included in.

    Christina Perna supported this idea  · 

  2. Notification when ID expires

    116 votes
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    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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  3. 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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  4. 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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    Christina Perna supported this idea  · 

  5. Tracking maiden names and name changes.

    183 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  6. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Christina Perna commented  · 

    Add memberships to the client's Confidential Personal Profile.

    Christina Perna supported this idea  · 

  7. Open Activities from Today screen - order of Past Due

    285 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. License Type Database List

    44 votes
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    8 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  9. Option to automatically rollover activity

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

  10. RMD Value & Information section

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

  11. need all fields available to select from for custom reporting

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Christina Perna supported this idea  · 
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    Christina Perna commented  · 

    Client photo export would be wonderful and very helpful for our staff.

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