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Traci

← Customer Feedback for Redtail Technology

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986 results found

  1. Laser App - Head of House info populate for spouse

    166 votes
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    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  2. Within the family section of the relationship please add Father Mother- today many children are taking care of their parent.

    29 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  3. provide a place for us to put our company name, contact info, logo, and/or tagline on reports.

    45 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  4. Workflow Assignments Notifications

    167 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  5. 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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  6. Report that will run last Client Review date

    50 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  7. date and timestamp for activity notes/descrition

    76 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. Make the top part of a workflow searchable in notes.

    24 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  9. memberships

    116 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  10. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Traci supported this idea  · 

  11. Automations- Add if Primary or Preferred Condition

    6 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  12. insurance license

    28 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  13. History of Client Reviews

    193 votes
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    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  14. Add Additional Fields to the Client Review Section

    345 votes
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    17 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  15. Change First Review to Last Review under Client Review

    437 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Traci supported this idea  · 

  16. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Traci supported this idea  · 

  17. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  18. I need additional Mail Merge Fields

    542 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  19. Timeline

    101 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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  20. Automation Activity Update

    40 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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