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Kimberley Harper

← Customer Feedback for Redtail Technology

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7 results found

  1. Change First Review to Last Review under Client Review

    454 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kimberley Harper supported this idea  · 

  2. 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.

  3. 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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    Kimberley Harper commented  · 

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

  4. Age Based Triggers

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

    1,278 votes
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    65 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  · 

  6. 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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    Kimberley Harper supported this idea  · 

  7. RMD Value & Information section

    1,970 votes
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    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Kimberley Harper supported this idea  · 

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