Robin Benjamin

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Reviews

    3 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Robin Benjamin shared this idea  · 

  2. reviews

    61 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Robin Benjamin supported this idea  · 

  3. History of Client Reviews

    193 votes
    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Robin Benjamin supported this idea  · 

  4. Automatically update last review date in client review section

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

  5. Change First Review to Last Review under Client Review

    458 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    An error occurred while saving the comment
    Robin Benjamin commented  · 

    It would be great if you could put a dynamic Review button in the client appointment booking page to denote whether this appointment should be the Last Review Date. Then if there is a field that says Target Date of Next Review you could enter the date specifically or choose 3, 6 or 12 months so it would remind you to reach out to schedule.

    Robin Benjamin supported this idea  · 

  6. workflows

    17 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Robin Benjamin supported this idea  · 

  7. add a workflow to bulk actions

    139 votes
    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Robin Benjamin supported this idea  · 

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