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Scott Crane

← Customer Feedback for Redtail Technology

My feedback

111 results found

  1. **Please don't classify activities as past due until after the end date**

    106 votes
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    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Scott Crane supported this idea  · 

  2. Change "Past Due" activity from "Yesterday" to "Past Due"

    11 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  3. Notification for Past Due Tasks

    21 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Scott Crane supported this idea  · 

  4. Require Activities to be Templates

    12 votes
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Scott Crane shared this idea  · 

  5. create employment checkbox

    15 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Scott Crane supported this idea  · 

  6. unlinked accounts

    5 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Scott Crane supported this idea  · 

  7. Unlinked accounts

    9 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Scott Crane supported this idea  · 

  8. Allow Redtail Account ID to be a Field in Custom Export

    9 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Scott Crane shared this idea  · 

  9. Auto-Assign CSA Role Based on Advisor

    38 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Scott Crane supported this idea  · 

  10. Servicing Advisor = Advisor Role

    68 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Scott Crane supported this idea  · 

  11. I would like to be able to see past due tasks on my mobile device

    19 votes
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    1 comment  ·  Redtail CRM » Mobile App  ·  Admin →
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    Scott Crane commented  · 

    This is exactly the reason I rarely use the app. If the Activities section was Past Due and Next 30 Days like in the CRM, it would be so much more useful

    Scott Crane supported this idea  · 

  12. Employer Switch to Former Employer

    32 votes
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    1 comment  ·  Redtail CRM » Memberships  ·  Admin →
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    Scott Crane shared this idea  · 

  13. Triggers

    251 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Scott Crane supported this idea  · 

  14. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Scott Crane supported this idea  · 

  15. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Scott Crane supported this idea  · 

  16. Show Multi-day Activities in Today's Overview "Open Activities" Section

    28 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Scott Crane supported this idea  · 

  17. Add Additional Fields to the Client Review Section

    345 votes
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    17 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  18. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  19. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  20. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Scott Crane commented  · 

    Currently we have to add professional contacts in two places (memberships & professional contacts) and family in two places (family & memberships). We should only have to add contacts in one place, and we should be able to view all contacts in one place without having to run a report.

    This could be done with a simple Contacts or Relationships section. Showing Family, Extended Family, Friends, and Professional/Business Contacts.

    An error occurred while saving the comment
    Scott Crane commented  · 

    Remove the Memberships section and expand the Family section, so that on one page it is divided into the following segments:

    1. Immediate Family (keep the family name section here)
    2. Extended Family
    3. Friends/Co-Workers
    4. Business/Professional Relationships

    We should not have to click several different places to find out who are client is related to. It makes for a more complicated user experience. Why not have have everything in one location. Less clicks the better.

    Thanks!

    Scott Crane supported this idea  · 
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