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Rhonda Campbell

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. 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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    Rhonda Campbell commented  · 

    Agree! Workflow steps, completed activities and opportunity correspondence need to show up in the timeline. System use to have the workflow and activities show up in the timeline. Even when you show "all" in the timeline it does not give you the individual steps that happened without another 5 clicks or so. It is so hard to click numerous times to see what is going on with a client when you a few short moments when a client is on the phone. This needs changed ASAP.

    Rhonda Campbell supported this idea  · 

  2. Add Opportunity Notes to Linked Contacts

    155 votes
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    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Rhonda Campbell supported this idea  · 

  3. Create an Activity from the Opportunity Tracker

    272 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  4. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Rhonda Campbell supported this idea  · 

  5. beneficiaries

    57 votes
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    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  6. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  7. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  8. Anniversary duplication

    49 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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  9. Laser App - Head of House info populate for spouse

    166 votes
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    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
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