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← Customer Feedback for Redtail Technology

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7 results found

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

    59 votes
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    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
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    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
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  4. Link email to notes/activities

    658 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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  5. Show note comments on timeline

    331 votes
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    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
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    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
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 

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