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Kelly

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. birthday reminder

    28 votes
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    3 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Kelly supported this idea  · 

  2. Include Activity subject in email subject line

    49 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Kelly supported this idea  · 

  3. E-mail notifications for comments on existing notes

    398 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  4. Automations: Make the Know your Client Review Date a Trigger Event

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 
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    Kelly commented  · 

    I second that we need to be able to put in notes for the client review and to also have an ability to "complete" the activity. I understand "client review" is to prompt/remind us to do the review, but we should have the ability to turn it into an activity, that way we have a record and ability to put in notes. Also, what if you don't get to the review, you can't roll it over....(lands on holiday, out on vacation, business came up need to push forward, etc). I would prefer to update the Client Review feature instead of just telling me to have the client review AND create an activity, this is redundant and a waste of my time.

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