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Lesli Benoit

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Name in "Referred By" window be hyper-linked to Contact's Record

    45 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Lesli Benoit supported this idea  · 

  2. Household

    74 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Lesli Benoit supported this idea  · 

  3. I need to see clients trust accounts on their Contact page.

    79 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Lesli Benoit supported this idea  · 
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    Lesli Benoit commented  · 

    The ability to add trust as a part of the household instead of as a separate entity and also include in HH notes would be great.

  4. Remove Review Date when Client Status = Terminated

    97 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Lesli Benoit supported this idea  · 

  5. Create a Client Review at the Household Level

    114 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Lesli Benoit supported this idea  · 

  6. Make it possible to change a client's next review date without changing first review date!

    570 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Lesli Benoit supported this idea  · 

  7. Report that will run last Client Review date

    59 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Lesli Benoit supported this idea  · 

  8. Add a time stamp to activities

    59 votes
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    5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Lesli Benoit supported this idea  · 

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