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Josh S

← Customer Feedback for Redtail Technology

My feedback

17 results found

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

    552 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  2. Allow Tasks to be moved between workflow Steps

    590 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  3. Automations: Make the Know your Client Review Date a Trigger Event

    747 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. need all fields available to select from for custom reporting

    901 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,329 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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  6. Option to view all activities

    377 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. Automation templates & recurring workflows

    525 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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  8. Contact name should show first for activities

    96 votes
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    8 comments  ·  Redtail CRM » Activities  ·  Admin →
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  9. Timeline

    101 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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  10. When creating new activity, give users the option to make the "more details page" the default.

    756 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  11. Option to automatically rollover activity

    1,199 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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  12. Allow activities to automatically roll forward every day

    18 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  13. list client name at the top of activities and notes

    7 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  14. Client tasks/Activities

    16 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  15. Force or remind to input linked contact

    10 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  16. past due activities view should be default view

    13 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  17. be able to set display preferences to show the date of an activity, not the day of the week for activities that are within the next 7 days

    8 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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