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Amy Smith

← Customer Feedback for Redtail Technology

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5 results found

  1. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    78 votes
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    Received  ·  9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Amy Smith supported this idea  · 

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

    1,275 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Amy Smith supported this idea  · 

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

    571 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Amy Smith supported this idea  · 

  4. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Amy Smith commented  · 

    It would be awesome if the "First Review Date" would actually be the "Last Review Date" and you could populate that and have it advance the Next Review Date based on the frequency selected.

    Amy Smith supported this idea  · 

  5. Change First Review to Last Review under Client Review

    454 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Amy Smith supported this idea  · 

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