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1. newest update - can't view contact names while looking at calendar unless you hover over "2 Contacts"

   43 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Tonya Hagelie shared this idea  ·  Jul 11, 2024

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  ·  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!

   Tonya Hagelie supported this idea  ·  May 13, 2020

3. History of Client Reviews

   296 votes

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   12 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Tonya Hagelie supported this idea  ·  May 13, 2020

4. Add Additional Fields to the Client Review Section

   365 votes

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   19 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Tonya Hagelie supported this idea  ·  May 13, 2020