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Ashley Crane

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,232 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Ashley Crane supported this idea  · 

  2. Client's name at the very top of all notes, tasks, activities

    135 votes
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    6 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Ashley Crane supported this idea  · 

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

    246 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Ashley Crane supported this idea  · 
    An error occurred while saving the comment
    Ashley Crane commented  · 

    In the 'Updates' quick link at the top of the 'Today's Overview' page, there is no reference to the client record to which the change was made. For example, update will say simply: 'Jane added a new phone number' with a link to the phone number, but no reference to a contact. We have automations set up based on changes to contact information, and when a workflow is assigned based on an automation, it turns into a hunt to see what change was made. Is it possible to add reference to the contact, either in the automation or in the 'Updates' section?

  4. In current RMD report, add date range feature, so we can pull every client who turns 70 1/2 within that current year

    115 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Ashley Crane supported this idea  · 

  5. RMD Value & Information section

    1,915 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Ashley Crane supported this idea  · 

  6. When creating new activity, give users the option to make the "more details page" the default.

    756 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. Allow Tasks to be moved between workflow Steps

    590 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ashley Crane supported this idea  · 

  8. Edit 'Outcomes' in Workflows tool

    151 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ashley Crane shared this idea  · 

  9. Custom Trigger Events

    199 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Ashley Crane commented  · 

    A specific Trigger Event we'd like to see added would be one relating to types of notes...

    Ashley Crane shared this idea  · 

  10. Triggers

    248 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Ashley Crane supported this idea  · 

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