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Kat

← Customer Feedback for Redtail Technology

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26 results found

  1. Client Record/Personal Info Automation

    21 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  2. Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"

    74 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  3. Add More Marital Status Options

    48 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  4. client review

    50 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  5. Client Goals

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

  7. 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  · 

  8. Anniversary duplication

    49 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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  9. Remove client anniversary reminder if client is terminated

    32 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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  10. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

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

  11. synchronize wedding anniversary

    64 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  12. Retail is very ******* my eyes. Need bigger and better fonts or a dark theme with colors and bold fonts.

    32 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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  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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  14. calendar background color for today's date

    22 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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  16. Quarterly Reoccurrence Dates

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

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

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

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

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