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Lesli Benoit

← Customer Feedback for Redtail Technology

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26 results found

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

    82 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.

  2. Remove Review Date when Client Status = Terminated

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

  3. 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  · 

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

    2,305 votes
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    167 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Lesli Benoit supported this idea  · 

  5. Report that will run last Client Review date

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

  6. Add a time stamp to activities

    74 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Lesli Benoit supported this idea  · 
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