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Lesli Benoit

← Customer Feedback for Redtail Technology

My feedback

21 results found

  1. Change the Linked Contacts on Activities Back!

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

  2. Edit Notes

    9 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Lesli Benoit supported this idea  · 

  3. please put names back and remove icon for multiple client names

    99 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Lesli Benoit supported this idea  · 

  4. Auto Link Married Couples' Notes

    22 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Lesli Benoit supported this idea  · 

  5. Show Linked Contact in Calendar view versus saying "2 Contacts"

    147 votes
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    Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Lesli Benoit supported this idea  · 

  6. Scrap Worflows and Start Over

    52 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Lesli Benoit supported this idea  · 

  7. Remove automatic consolidation of completed activity notes.

    3 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Lesli Benoit shared this idea  · 

  8. Option to remove activity note consolidation

    1 vote
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Lesli Benoit shared this idea  · 

  9. Please make it so we can REORDER notes and edit the date of them!

    31 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Lesli Benoit supported this idea  · 

  10. full dates on note history

    9 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Lesli Benoit supported this idea  · 

  11. put date on all notes and activities not "today"

    40 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Lesli Benoit supported this idea  · 

  12. Ability to enter a date for when the note occurred, not just when the note was created

    76 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Lesli Benoit supported this idea  · 

  13. copy note

    38 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Lesli Benoit supported this idea  · 

  14. 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  · 

  15. Household

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

  16. 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.

  17. Remove Review Date when Client Status = Terminated

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

  18. Create a Client Review at the Household Level

    160 votes
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    10 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Lesli Benoit supported this idea  · 

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Lesli Benoit supported this idea  · 

  20. Report that will run last Client Review date

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