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Jennifer

← Customer Feedback for Redtail Technology

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8 results found

  1. address requirements

    17 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Jennifer supported this idea  · 

  2. Referral as a Trigger Event

    42 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jennifer supported this idea  · 

  3. Custom Trigger Events

    193 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jennifer supported this idea  · 

  4. No contact report

    8 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jennifer commented  · 

    Absolutely agree that email should count as an activity for this report

    Jennifer supported this idea  · 

  5. membership automatic set up

    32 votes
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    2 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Jennifer commented  · 

    "Memberships" also doesn't seem like the right label if for a group you have to put in each relationship individually: Joe is Mary's brother. Sue is Mary's mother. Sue is Joe's mother. Sean is Joe's cousin. Sean is Mary's cousin. Rather than Joe, Mary, Sue, and Sean are all Members of the Doe family.

  6. Automatically create membership relationship based on Referred By field

    16 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Jennifer supported this idea  · 

  7. Display memberships on the front page of the contact record.

    408 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Jennifer supported this idea  · 

  8. memberships

    108 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Jennifer supported this idea  · 

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