makenna

← Customer Feedback for Redtail Technology

My feedback

7 results found

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

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    makenna supported this idea  · 

  2. Change First Review to Last Review under Client Review

    457 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    makenna supported this idea  · 

  3. Client Review - it would be helpful to be able to add the "last review date"

    69 votes
    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    makenna supported this idea  · 

  4. check a box to update the spouse's Know Your Client

    28 votes
    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    makenna shared this idea  · 

  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
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    makenna supported this idea  · 

  6. client review date

    13 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    makenna supported this idea  · 

  7. Automatically update last review date in client review section

    116 votes
    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    makenna supported this idea  · 

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