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Allen Gibson

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Add more fields under beneficiaries

    503 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Allen Gibson supported this idea  · 

  2. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Allen Gibson supported this idea  · 

  3. Built-in document viewer

    98 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Allen Gibson commented  · 

    For the love of god, please allow us to view documents saved in RT without having to download them.

  4. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Allen Gibson supported this idea  · 

  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Allen Gibson supported this idea  · 

  6. Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

    137 votes
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    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Allen Gibson shared this idea  · 

  7. Scheduling & Confirmations

    154 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Allen Gibson supported this idea  · 
    Allen Gibson shared this idea  · 

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