Kat

← Customer Feedback for Redtail Technology

My feedback

26 results found

  1. Client Record/Personal Info Automation

    21 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  2. Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"

    74 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  3. Add More Marital Status Options

    45 votes
    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  4. client review

    44 votes
    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  5. Client Goals

    16 votes
    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  6. Have the anniversary date for insurance and annuity contracts display as all-day events on the calendar similar to how client birthdays do.

    12 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  7. Add an "enable reminder" feature for ALL dates

    59 votes
    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  8. Anniversary duplication

    46 votes
    2 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  9. Remove client anniversary reminder if client is terminated

    29 votes
    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  10. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    87 votes
    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  11. synchronize wedding anniversary

    61 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  12. Retail is very ******* my eyes. Need bigger and better fonts or a dark theme with colors and bold fonts.

    29 votes
    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  13. Move the navigation arrows back to the left with Today button on calendar

    3 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kat shared this idea  · 

  14. calendar background color for today's date

    19 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  15. "Meeting Not Held" button to clear appointments on the calendar

    56 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  16. Quarterly Reoccurrence Dates

    2 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  17. Undo calendar item move or have movement history

    11 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  18. Multi calendar option

    33 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  19. adult children

    102 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 

  20. Edit Notes

    166 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kat supported this idea  · 
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