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Michelle Moericke

← Customer Feedback for Redtail Technology

My feedback

4 results found

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

    570 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Michelle Moericke commented  · 

    This feature would be very helpful to have the initial starting point and then be able to adjust from there / Please consider

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    Michelle Moericke commented  · 

    It is nice to have the initial history and then update as necessary from there

  2. Linking Activities, Workflows, Notes, Documents, & Opportunities

    345 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Michelle Moericke commented  · 

    This is a time saving feature that would help our office too

  3. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    196 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Michelle Moericke commented  · 

    I like this idea.... also could the past due tasks REMAIN on the today screen until completed?

  4. Link Account to Multiple Contacts

    99 votes
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    8 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

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    Michelle Moericke commented  · 

    This is something our office would find a lot of value in. Very helpful

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