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Devin Walsh

← Customer Feedback for Redtail Technology

My feedback

5 results found

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

    571 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Devin Walsh supported this idea  · 

  2. Age Based Triggers

    870 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Devin Walsh supported this idea  · 

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

    1,275 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Devin Walsh supported this idea  · 

  4. RMD Value & Information section

    1,964 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Devin Walsh supported this idea  · 

  5. Have Opportunity Revenue Categorized for Calendar Year

    7 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Devin Walsh shared this idea  · 

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