Annette Simon

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. beneficiaries

    57 votes
    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Annette Simon commented  · 

    And make Beneficiaries on the account pages linked fields -- linked to the contact record for the named beneficiary.

    Annette Simon supported this idea  · 

  2. need all fields available to select from for custom reporting

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Annette Simon supported this idea  · 

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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Annette Simon supported this idea  · 

  4. Anniversary duplication

    46 votes
    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Annette Simon supported this idea  · 

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