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Irina Sedova

← Customer Feedback for Redtail Technology

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8 results found

  1. 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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    Irina Sedova supported this idea  · 

  2. client review

    44 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Irina Sedova supported this idea  · 

  3. History of Client Reviews

    190 votes
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    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Irina Sedova supported this idea  · 

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

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Irina Sedova supported this idea  · 

  5. There should be three editable options under client review:

    69 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Irina Sedova supported this idea  · 

  6. 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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    Irina Sedova supported this idea  · 

  7. 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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    Irina Sedova supported this idea  · 

  8. Change First Review to Last Review under Client Review

    434 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Irina Sedova supported this idea  · 

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