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Alyssa Thibodeaux

← Customer Feedback for Redtail Technology

My feedback

17 results found

  1. Activities saved as draft

    335 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Alyssa Thibodeaux supported this idea  · 

  2. Billable Time Tracking

    385 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Alyssa Thibodeaux supported this idea  · 

  3. Option to view all activities

    392 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Alyssa Thibodeaux supported this idea  · 

  4. E-mail notifications for comments on existing notes

    398 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Alyssa Thibodeaux supported this idea  · 

  5. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Alyssa Thibodeaux supported this idea  · 

  6. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Alyssa Thibodeaux supported this idea  · 

  7. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Alyssa Thibodeaux supported this idea  · 

  8. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Alyssa Thibodeaux supported this idea  · 

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

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Alyssa Thibodeaux supported this idea  · 

  10. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

    30 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Alyssa Thibodeaux supported this idea  · 

  11. customize today page

    67 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Alyssa Thibodeaux supported this idea  · 

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

    176 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Alyssa Thibodeaux commented  · 

    I wish I could give this more votes!!

    Alyssa Thibodeaux supported this idea  · 

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Alyssa Thibodeaux supported this idea  · 

  14. Add Additional Fields to the Client Review Section

    365 votes
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    19 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Alyssa Thibodeaux supported this idea  · 

  15. History of Client Reviews

    296 votes
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    12 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Alyssa Thibodeaux supported this idea  · 

  16. Client Review Report

    99 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Alyssa Thibodeaux supported this idea  · 

  17. annual review

    51 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Alyssa Thibodeaux supported this idea  · 

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