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Josh S

← Customer Feedback for Redtail Technology

My feedback

11 results found

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

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

    603 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

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

    932 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

    1,374 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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  6. Option to view all activities

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

    536 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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  8. When creating new activity, give users the option to make the "more details page" the default.

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

    1,251 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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  10. Allow activities to automatically roll forward every day

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

    16 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Josh S supported this idea  · 

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