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Wendy Peichel

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My feedback

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  1. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Wendy Peichel supported this idea  · 

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

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Wendy Peichel supported this idea  · 

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

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Wendy Peichel supported this idea  · 

  4. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Wendy Peichel supported this idea  · 

  5. When adding employment to a client please don’t automatically create a separate contact for the employer

    49 votes
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    8 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Wendy Peichel commented  · 

    Automatically adding a contact record for an employer clogs up the database unnecessarily. At the very least, it would be nice to be prompted to select a status and category for the new record, so we can mark it for later deletion as a record.

    Wendy Peichel supported this idea  · 

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