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Barbara Wilkens

← Customer Feedback for Redtail Technology

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9 results found

  1. client review reminders

    7 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Barbara Wilkens shared this idea  · 

  2. Client Review Reminder

    10 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Barbara Wilkens shared this idea  · 

  3. I

    1 vote
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Barbara Wilkens shared this idea  · 

  4. MEMBERSHIP

    13 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Barbara Wilkens shared this idea  · 

  5. Junxure Time Stamp

    21 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Barbara Wilkens shared this idea  · 

  6. More control over password requirements and longer/complex passwords allowed

    67 votes
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    8 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Barbara Wilkens supported this idea  · 

  7. change next review to next review due

    34 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Barbara Wilkens supported this idea  · 

  8. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Barbara Wilkens commented  · 

    When you click on a contact record, without going to the Membership tab (which is buried), you will not know the associations exists. It would be great on the front page of the contact, there would be a little icon telling you a membership exists.

    Barbara Wilkens supported this idea  · 

  9. Opportunities should have at least 3 date fields

    132 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Barbara Wilkens commented  · 

    Ability to enter a Start Date for the Opportunity. It would make more sense for us to have a close date on an opportunity without having a start date.

    Barbara Wilkens supported this idea  · 

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