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Matt Krows

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Riskalyze on frist page of contact record

    16 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Matt Krows shared this idea  · 

  2. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Matt Krows supported this idea  · 

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

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Matt Krows supported this idea  · 

  4. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Matt Krows supported this idea  · 

  5. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Matt Krows supported this idea  · 

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

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Matt Krows supported this idea  · 

  7. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Matt Krows supported this idea  · 

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

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Matt Krows supported this idea  · 

  9. Notes

    50 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Matt Krows supported this idea  · 
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    Matt Krows commented  · 

    YES!!! This should absolutely be a preference. I'm surprised that this is not a thing already. I can't stand having to click on a completed activity to see the notes from client meetings that I type in the actual appointment.

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