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Scott Silver

← Customer Feedback for Redtail Technology

My feedback

7 results found

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

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Scott Silver supported this idea  · 

  2. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Scott Silver supported this idea  · 

  3. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Scott Silver supported this idea  · 

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

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  5. Import Account Transaction Data

    27 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Scott Silver shared this idea  · 

  6. Data import

    98 votes
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    10 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Scott Silver supported this idea  · 

  7. Albridge Feed Missing Company Name and Registration Type

    184 votes
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    18 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Scott Silver supported this idea  · 

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