Veronica Schweitzer

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. E-mail notifications for comments on existing notes

    394 votes
    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Veronica Schweitzer supported this idea  · 

  2. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Veronica Schweitzer supported this idea  · 
    An error occurred while saving the comment
    Veronica Schweitzer commented  · 

    It would be really helpful to have the color of the comments link change to Green or Red when a comment has been added. These comments can often be overlooked even thought it does say that there in a comment added. Changing the color would help to alert the advisor that there is additional information.

  3. Set up an automation so that that a message is automatically sent to clients on their birthday and on their anniversary

    42 votes
    7 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Veronica Schweitzer commented  · 

    I also would like the system to automatically send birthday emails as well. Please & Thank you

    Veronica Schweitzer supported this idea  · 

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