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makenna

← Customer Feedback for Redtail Technology

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7 results found

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

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    makenna supported this idea  · 

  2. Change First Review to Last Review under Client Review

    452 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. Client Review - it would be helpful to be able to add the "last review date"

    69 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. check a box to update the spouse's Know Your Client

    20 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  5. Would like to have date on UDF updated when activity is completed, e.g., "Last Review Date" updates when "Review" activity is completed.

    16 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  6. client review date

    10 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  7. Automatically update last review date in client review section

    116 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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