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Kat

← Customer Feedback for Redtail Technology

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26 results found

  1. client review

    43 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kat supported this idea  · 

  2. Client Goals

    16 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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  3. 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
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kat supported this idea  · 

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

    59 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Kat supported this idea  · 

  5. Anniversary duplication

    46 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Kat supported this idea  · 

  6. Remove client anniversary reminder if client is terminated

    26 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Kat supported this idea  · 

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

    83 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Kat supported this idea  · 

  8. synchronize wedding anniversary

    61 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kat supported this idea  · 

  9. night mode

    46 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  10. Retail is very ******* my eyes. Need bigger and better fonts or a dark theme with colors and bold fonts.

    23 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Kat supported this idea  · 

  11. Dark Mode - Google has this feature. White background becomes black to help eye sight.

    44 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Kat supported this idea  · 

  12. dark mode

    210 votes
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    Planned  ·  11 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Kat commented  · 

    The new update for colors and text makes this even more needed.

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

    3 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kat shared this idea  · 

  14. calendar background color for today's date

    17 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  15. "Meeting Not Held" button to clear appointments on the calendar

    56 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kat supported this idea  · 

  16. Quarterly Reoccurrence Dates

    2 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  17. Undo calendar item move or have movement history

    11 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  18. Multi calendar option

    30 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  19. adult children

    102 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  20. Edit Notes

    165 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kat supported this idea  · 
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