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Wendy Malas

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Link email to notes/activities

    628 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Wendy Malas supported this idea  · 

  2. Expand Automation Options

    148 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Wendy Malas supported this idea  · 

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

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Wendy Malas supported this idea  · 

  4. History of Client Reviews

    190 votes
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    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Wendy Malas supported this idea  · 

  5. Pull profile pictures from the new Social Media address links to use for a client's contact record profile picture.

    127 votes
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    10 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Wendy Malas supported this idea  · 

  6. Customize Opportunity "Type"

    344 votes
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    28 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Wendy Malas commented  · 

    Add a field to opportunities to put what product you are trying to sell. This way we can see all the clients we are doing annuities for etc..

    Wendy Malas supported this idea  · 

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

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Wendy Malas supported this idea  · 

  8. Add Additional Fields to the Client Review Section

    345 votes
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    17 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Wendy Malas supported this idea  · 

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