Jenn

← Customer Feedback for Redtail Technology

My feedback

37 results found

  1. Creating an Activity Should Send ONE Notification

    53 votes
    5 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Jenn supported this idea  · 

  2. Ability for team members to see when someone is working on a task

    41 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Jenn supported this idea  · 

  3. Organize task list

    72 votes
    3 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Jenn supported this idea  · 

  4. Task list

    105 votes
    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Jenn supported this idea  · 

  5. Assiging multiple users to a task/activity

    31 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Jenn supported this idea  · 

  6. Customize Dashboard

    41 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Jenn supported this idea  · 

  7. Client Review Revamp!!

    63 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Jenn supported this idea  · 

  8. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Jenn supported this idea  · 

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

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Jenn supported this idea  · 

  10. Add Additional Fields to the Client Review Section

    348 votes
    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Jenn supported this idea  · 

  11. Review Tab

    52 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Jenn supported this idea  · 

  12. Family Report

    13 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Jenn supported this idea  · 

  13. Family names

    36 votes
    0 comments  ·  Redtail CRM » Other  ·  Admin →
    How important is this to you?
    Jenn supported this idea  · 

  14. UDF's at Household Level

    34 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Jenn shared this idea  · 

  15. Have Household Keywords

    36 votes
    0 comments  ·  Redtail CRM » Keywords  ·  Admin →
    How important is this to you?
    Jenn supported this idea  · 

  16. Household

    74 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Jenn supported this idea  · 

  17. Servicing Advisor = Advisor Role

    76 votes
    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Jenn supported this idea  · 
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