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Kim Nelson

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. E-mail notifications for comments on existing notes

    391 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Kim Nelson commented  · 

    This would be a very beneficial feature, especially to the originator of the note.

    Kim Nelson supported this idea  · 

  2. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  3. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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  4. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  5. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  6. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kim Nelson commented  · 

    I ran into the same problem. Our clients will frequently move back their meeting a month or even move it ahead. It would be nice to be able to change the review dates but still keep record of all dates.

    Kim Nelson supported this idea  · 

  7. Create an Activity from the Opportunity Tracker

    262 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Kim Nelson supported this idea  · 

  8. Pull profile pictures from the new Social Media address links to use for a client's contact record profile picture.

    127 votes
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    10 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Kim Nelson supported this idea  · 

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