My feedback

6 results found

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

   792 votes

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   65 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Stephanie Kelm supported this idea  ·  Sep 8, 2015

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

   1,278 votes

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   65 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Stephanie Kelm supported this idea  ·  Jun 17, 2015

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

   571 votes

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   35 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Stephanie Kelm supported this idea  ·  Jun 17, 2015

4. Anniversary duplication

   46 votes

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   2 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Stephanie Kelm supported this idea  ·  Jun 17, 2015

5. Automations: Make the Know your Client Review Date a Trigger Event

   775 votes

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   34 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Stephanie Kelm commented  ·  Jun 17, 2015  ·  Delete…

   Set up an automation as the reminder as a trigger (i.e. A reminder of a client review is on 7/1/15, then a task is automatically created two weeks before to set the appointment)

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   Stephanie Kelm supported this idea  ·  Jun 17, 2015

6. Email a document from the CRM Document Storage section

   50 votes

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   1 comment  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Stephanie Kelm supported this idea  ·  May 21, 2015