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← Customer Feedback for Redtail Technology

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4 results found

  1. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    Agree! We would love to be able to add additional documents and/or change the names of the options available.

    Anonymous supported this idea  · 

  2. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  3. Please add back the task repeat options. I would like to set up a task to repeat yearly on a specific day, not date.

    17 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Agree. Need to be able to repeat on the 4th Tuesday of January every year, for example.

  4. Update Repeat Options for Recurring Activities

    62 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    I would like to see a repeats yearly on 4th (weekday) of (month), for example: Repeats yearly on 4th Tuesday of January.

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