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Kimberley Harper

← Customer Feedback for Redtail Technology

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6 results found

  1. On the contact search results page make the columns sort-able.

    104 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Kimberley Harper supported this idea  · 
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    Kimberley Harper commented  · 

    I agree this would be helpful. I'd also like to set my column preferences so I don't have to add "servicing advisor" after each search.

  2. need all fields available to select from for custom reporting

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Kimberley Harper commented  · 

    I would really like to see that we could use the 'fullname' criteria in a custom export.

  3. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kimberley Harper commented  · 

    I agree that this is a critical issue that needs to be addressed. Is there any update on a resolution to the review date functionality?

    Kimberley Harper supported this idea  · 

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

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kimberley Harper supported this idea  · 

  6. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Kimberley Harper supported this idea  · 

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