Amy Smith

← Customer Feedback for Redtail Technology

My feedback

5 results found

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

    81 votes
    Received  ·  9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Amy Smith supported this idea  · 

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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Amy Smith supported this idea  · 

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

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Amy Smith supported this idea  · 

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

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    An error occurred while saving the comment
    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

    457 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Amy Smith supported this idea  · 

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