Anonymous

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Add an "enable reminder" feature for ALL dates

    59 votes
    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Anonymous supported this idea  · 

  2. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    87 votes
    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    An error occurred while saving the comment
    Anonymous commented  · 

    There is a wedding anniversary report
    Problem is it doesn't include what year anniversary. So you have to go into each indiv contact to see what year they are celebrating. Problem when you only want to send a card for 10, 25, 50 (milestone)

  3. Run a Notes report with select notes only

    69 votes
    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  4. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

  5. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  6. 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 →
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  7. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

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