Skip to content

Jeff Jachura

← Customer Feedback for Redtail Technology

My feedback

4 results found

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

    1,271 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Jeff Jachura supported this idea  · 

  2. Make it possible to change a client's next review date without changing first review date!

    570 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Jeff Jachura supported this idea  · 

  3. Change First Review to Last Review under Client Review

    452 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jeff Jachura commented  · 

    THIS IS COMMON PRACTICE FOR ADVISORS!!! CLEARLY ITS AN ISSUE. FIX IT!!!!!!!!!!!!!!!!!

  4. History of Client Reviews

    193 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

Feedback and Knowledge Base

(thinking…)