Skip to content

Wendy Peichel

← Customer Feedback for Redtail Technology

My feedback

5 results found

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

    916 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wendy Peichel supported this idea  · 

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

    1,265 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wendy Peichel supported this idea  · 

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

    1,365 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    69 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wendy Peichel supported this idea  · 

  4. RMD Value & Information section

    1,955 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    8 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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  · 

Feedback and Knowledge Base

(thinking…)