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Glen in Canada

← Customer Feedback for Redtail Technology

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30 results found

  1. Change First Review to Last Review under Client Review

    437 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Glen in Canada supported this idea  · 

  2. More control over password requirements and longer/complex passwords allowed

    67 votes
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    8 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Glen in Canada supported this idea  · 

  3. Pinned note(s) show first on main Contact Screen Note Box

    157 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Glen in Canada commented  · 

    This is a fantastic idea. I hope others vote for it because it would likely be quite easy for the Redtail programmers to implement. Thanks Brenda.

    Glen in Canada supported this idea  · 

  4. Option to view all activities

    383 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Glen in Canada commented  · 

    This would be wonderful. Using the custom date range option takes too many steps.

    Glen in Canada supported this idea  · 

  5. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Glen in Canada supported this idea  · 

  6. 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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    Glen in Canada supported this idea  · 

  7. Broadcast Email Logistics

    89 votes
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    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Glen in Canada supported this idea  · 

  8. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Glen in Canada supported this idea  · 

  9. 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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    Glen in Canada supported this idea  · 

  10. Add More Marital Status Options

    42 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Glen in Canada supported this idea  · 
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