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Charles Tiblier

← Customer Feedback for Redtail Technology

My feedback

16 results found

  1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Charles Tiblier supported this idea  · 

  2. Add Additional Fields to the Client Review Section

    348 votes
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    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Charles Tiblier supported this idea  · 

  3. Ring central

    22 votes
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    2 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Charles Tiblier commented  · 

    if you have the new chrome extension there is a setting for you to turn that on

    Charles Tiblier supported this idea  · 

  4. Holistiplan integration with Redtail

    18 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Charles Tiblier supported this idea  · 

  5. 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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    Charles Tiblier supported this idea  · 

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

    1,280 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Charles Tiblier supported this idea  · 

  7. Change First Review to Last Review under Client Review

    457 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Charles Tiblier commented  · 

    Are there any updates on adding this feature?

    Charles Tiblier supported this idea  · 

  8. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Charles Tiblier supported this idea  · 

  9. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Charles Tiblier supported this idea  · 

  10. Automatically update last review date in client review section

    116 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Charles Tiblier supported this idea  · 

  11. Client Review - it would be helpful to be able to add the "last review date"

    69 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Charles Tiblier supported this idea  · 

  12. Report that will run last Client Review date

    59 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Charles Tiblier supported this idea  · 

  13. Annual Review Checkbox

    58 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Charles Tiblier supported this idea  · 

  14. Allow clients to self-schedule appointments directly through Redtail

    87 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Charles Tiblier supported this idea  · 

  15. Redtail Speak

    33 votes
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    2 comments  ·  Redtail Speak  ·  Admin →
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    Charles Tiblier supported this idea  · 

  16. checklist

    117 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Charles Tiblier supported this idea  · 

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