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Edward Hinds

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. Rearrange, move and sort the order of the phone numbers and addresses in Contact Card

    16 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Edward Hinds commented  · 

    Phone numbers, e-mails, etc should be able to be re-ordered. When a person is promoted or leaves the position they filled is still important. Yet their replacement is placed at the bottom of the list. Or a new position is created yet that phone number, etc. is placed at the bottom of the list. Should have the ability to reorder by importance.

    Edward Hinds supported this idea  · 

  2. Contact Card- Have option to add "Best Time to Call". This would make it more efficient to get in contact with clients for both parties

    16 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Edward Hinds supported this idea  · 

  3. Select 'Auto withdrawals' (checkbox) in Update Account to show that auto-RMDs or other systematic withdrawals are active for this account

    17 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Edward Hinds supported this idea  · 

  4. On a contact’s page, under Employer, it would be great to see everyone else who works at the same employer, without leaving the page.

    19 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Edward Hinds supported this idea  · 

  5. filter note reports alphabetically

    10 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Edward Hinds supported this idea  · 

  6. Enhance the group medical insurance plan account type

    6 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Edward Hinds supported this idea  · 

  7. Include client name on Contact Card / Contact Details

    7 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Edward Hinds supported this idea  · 

  8. report showing all clients who do NOT have reviews set or activities set up so we don't have clients that fall thru the cracks

    7 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Edward Hinds supported this idea  · 

  9. Preferred

    10 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Edward Hinds supported this idea  · 

  10. It would be most helpful to be able to color code appointments by who's appointment is noted (who, meaning person in our office).

    30 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Edward Hinds supported this idea  · 

  11. search by status

    8 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Edward Hinds supported this idea  · 

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