Traci

← Customer Feedback for Redtail Technology

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423 results found

  1. Report that will run last Client Review date

    59 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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  2. date and timestamp for activity notes/descrition

    82 votes
    5 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  3. memberships

    127 votes
    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

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

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  5. insurance license

    28 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  6. History of Client Reviews

    193 votes
    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  7. Add Additional Fields to the Client Review Section

    348 votes
    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  8. Change First Review to Last Review under Client Review

    457 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

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

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  10. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Traci supported this idea  · 

  11. Automation Activity Update

    43 votes
    4 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  12. Print Work Flow Template

    65 votes
    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  13. Option to view all activities

    389 votes
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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  14. Customize Personal Profile Form

    471 votes
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

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

    285 votes
    12 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

  16. Searching Departments in Business Records

    185 votes
    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  17. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  18. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

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

    426 votes
    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  20. Automation based on UDFs/Dates

    39 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
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