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Alison Hobbs

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. Be able to add a linked note after an activity is completed

    18 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Alison Hobbs supported this idea  · 

  2. When completing an activity, give a little dialogue box to answer how/why activity was completed

    3 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Alison Hobbs shared this idea  · 

  3. Trusted Contact

    181 votes
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    15 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Alison Hobbs supported this idea  · 

  4. Showing "Versions" of notes

    3 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Alison Hobbs shared this idea  · 

  5. Add more fields under beneficiaries

    495 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Alison Hobbs supported this idea  · 

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

    571 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Alison Hobbs supported this idea  · 

  7. Age Based Triggers

    870 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Alison Hobbs supported this idea  · 

  8. Option to automatically rollover activity

    1,243 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Alison Hobbs supported this idea  · 

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

    1,275 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Alison Hobbs supported this idea  · 

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

    1,374 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Alison Hobbs supported this idea  · 

  11. Edit Notes

    166 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Alison Hobbs supported this idea  · 

  12. 'Assigned to' Activity Column Viewing

    52 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Alison Hobbs supported this idea  · 

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