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Joe Breslin

← Customer Feedback for Redtail Technology

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7 results found

  1. Show note comments on timeline

    328 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Joe Breslin supported this idea  · 

  2. E-mail notifications for comments on existing notes

    394 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Joe Breslin supported this idea  · 

  3. Change First Review to Last Review under Client Review

    452 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Joe Breslin supported this idea  · 

  4. Make it possible to change a client's next review date without changing first review date!

    570 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Joe Breslin supported this idea  · 

  5. Contacts > Notes > Comments Notification

    119 votes
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    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Joe Breslin commented  · 

    Here for this. It would be ideal if we could type @JohnDoe and it triggers the notification to the user. This would similar to how we all use social media platforms.

  6. synchronize wedding anniversary

    61 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Joe Breslin supported this idea  · 
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    Joe Breslin commented  · 

    Here for this. If the contact is married in the family field and a wedding anniversary is added, it should automatically carry it over to the spouse contact.

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

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Joe Breslin supported this idea  · 

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