Craig Horvath

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Remove client anniversary reminder if client is terminated

    29 votes
    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Craig Horvath supported this idea  · 
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    Craig Horvath commented  · 

    To add on to this comment, when a client is no longer a client or a spouse passes away, we should be able to "disable" the anniversary reminder as we can for birthdays. Essentially, the system is requiring us to remove the wedding anniversary date in order not to receive these reminder. Not something we will do despite a client leaving the firm or a death of a spouse. We DO NOT delete relevant data points on clients or former clients.

  2. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    87 votes
    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Craig Horvath supported this idea  · 

  3. synchronize wedding anniversary

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

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