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Allen Gibson

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Add more fields under beneficiaries

    492 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Allen Gibson supported this idea  · 

  2. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Allen Gibson supported this idea  · 

  3. Built-in document viewer

    89 votes
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    10 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. Documents to Open Instead of Download

    32 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  5. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Allen Gibson supported this idea  · 

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

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Allen Gibson supported this idea  · 

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

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

  8. Scheduling & Confirmations

    148 votes
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    3 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Allen Gibson supported this idea  · 
    Allen Gibson shared this idea  · 

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