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Lauren Hollenkamp

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Stop requiring different passwords for different parts of redtail

    17 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Lauren Hollenkamp supported this idea  · 

  2. Show the Details of the Actions done on the Timeline

    251 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Lauren Hollenkamp supported this idea  · 

  3. ADD SPECIFIC DATE, MONTH & YEAR TO TIMELINE (NOT LAST TUESDAY) SHOULD BE APRIL 23, 2020 AT 2:30PM

    23 votes
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    1 comment  ·  Redtail CRM » Timeline  ·  Admin →
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    Lauren Hollenkamp supported this idea  · 

  4. 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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    Lauren Hollenkamp commented  · 

    In the same vein, any client update made in a "Household" record, should automatically reflect on the Spouse too. Sure maybe not every note is applicable to the other person, however I know I would prefer a holistic view of the household vs. individual.

  5. Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.

    71 votes
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    3 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Lauren Hollenkamp commented  · 

    I'm curious if there is any update to this as well. I have been tasked with creating Workflows for our firm and the lack of formatting options and the inability to timestamp a note/activity is beyond archaic.

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