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← Customer Feedback for Redtail Technology

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9 results found

  1. Add an option for name pronunciation

    130 votes
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    Received  ·  7 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    We type the client name phonetically after the first or last name that may be difficult to pronounce based on spelling. However, this (phonetic) name also appears on address labels, etc. It would be great to have a separate section for a phonetic spelling/pronunciation of the client's name.

    Anonymous supported this idea  · 

  2. Setup contact head of household & spouse

    19 votes
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    1 comment  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Anonymous supported this idea  · 

  3. Sort Seminars by Date of Seminar

    12 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Anonymous supported this idea  · 

  4. Add 'Custom Title' for phone numbers to the 'Add Contact' page

    18 votes
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    1 comment  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Anonymous supported this idea  · 

  5. pronouns

    13 votes
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    1 comment  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Anonymous supported this idea  · 

  6. Seminar Editing

    19 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Anonymous supported this idea  · 

  7. Active Seminar Status

    22 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Anonymous supported this idea  · 

  8. When it comes to scheduling appointments, have the appt attendees default to who ever's calendar you are in

    7 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  9. additional linked contacts should be spouse or family first

    14 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

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