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Erin

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Please Remove Next Button on Today Screen

    3 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Erin shared this idea  · 

  2. Data Entry when Adding Documents

    60 votes
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    6 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Erin commented  · 

    Please allow upon upload to choose a category for each document being uploaded.

    Erin supported this idea  · 

  3. Workflow automation to create Activities

    311 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Erin supported this idea  · 

  4. Review Frequency should be More Flexible

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

  5. Add a notification for PAST DUE tasks, workflows, etc.

    37 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Erin supported this idea  · 

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

    541 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Erin supported this idea  · 

  7. Change First Review to Last Review under Client Review

    419 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Erin supported this idea  · 

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

    741 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Erin supported this idea  · 

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