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K D

← Customer Feedback for Redtail Technology

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10 results found

  1. Workflow Complete Triggers Additional Workflow

    271 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    K D supported this idea  · 

  2. nickname

    111 votes
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    6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    K D supported this idea  · 

  3. DST Vision Integration

    110 votes
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    6 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    K D supported this idea  · 

  4. COVID-19 - Virtual Scheduling

    44 votes
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    3 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    K D supported this idea  · 

  5. Google Earth integration so you can see your contacts on a pre-made map

    24 votes
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    0 comments  ·  Redtail CRM  ·  Admin →
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    K D supported this idea  · 

  6. Remove Review Date when Client Status = Terminated

    97 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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    K D supported this idea  · 

  7. 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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    K D commented  · 

    Would it be possible to add a blank field on custom exports that we could add instructions to? For example when the excel document came up cell 1A would have instructions such as which margin settings or column titles to use. It would be helpful when we print a monthly birthday list to know how to format the document so that they all look the same.

    K D supported this idea  · 

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

    1,374 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    K D supported this idea  · 

  9. Notification when ID expires

    114 votes
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    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    K D supported this idea  · 

  10. 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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    K D supported this idea  · 

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