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Stephanie Kelm

← Customer Feedback for Redtail Technology

My feedback

5 results found

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

    803 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Stephanie Kelm supported this idea  · 

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Stephanie Kelm supported this idea  · 

  3. Anniversary duplication

    49 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Stephanie Kelm supported this idea  · 

  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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    Stephanie Kelm commented  · 

    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)

    Stephanie Kelm supported this idea  · 

  5. Email a document from the CRM Document Storage section

    53 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Stephanie Kelm supported this idea  · 

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