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Chris

← Customer Feedback for Redtail Technology

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4 results found

  1. Automatically Create and Email Reports to User in Recurring Schedule

    64 votes
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    8 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Chris supported this idea  · 
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    Chris commented  · 

    We would like to have reports automatically run and emailed to users. For example, a reminder report for upcoming birthdays sent at the beginning of each week.

  2. UDFs should be able to be used in the advanced search feature.

    409 votes
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    19 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Chris supported this idea  · 

  3. Enable user defined fields to have a customizable order

    130 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Chris supported this idea  · 

  4. 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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    Chris supported this idea  · 

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