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DEE STONE

← Customer Feedback for Redtail Technology

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9 results found

  1. trusted contact

    33 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    DEE STONE supported this idea  · 

  2. add memo feature

    4 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  3. Change "Head of Household" language to "Primary Contact"

    8 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  4. Deceased Client with no Family except a Sister or Brother - How to Link them together

    7 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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  5. Within the family section of the relationship please add Father Mother- today many children are taking care of their parent.

    29 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  6. Add " Registered Domestic Partners" to Marital Status field.

    41 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  7. Family descriptions/relationships box on Redtail page

    7 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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  8. "significant other, fiancee

    56 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  9. Documents

    189 votes
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    18 comments  ·  Redtail CRM » Documents  ·  Admin →
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    DEE STONE commented  · 

    WHEN YOU UPLOAD INTO DOCUMENTS OR NOTES, THERE IS NOTHING THAT SHOWS THE ITEM IS THERE UNLESS YOU OPENT IT. iT WOULD BE NICE IF THERE AN iTEM COUNT NEXT TO IT SO USERS WOULD KNOW THERE IS SOMETHING UPLOAD UNDER THAT ITEM. EXAMPLE: DOCUMENTS ( 2 ) Notes ( 3 ) AND INCREASE THE NUMBER AS AN ITEM IS UPLOAD UNDER THAT SPECIFIC CATEGORY. ANY QUESTIONS LET ME KNOW. THANK YOU FOR LOOKING AT THIS SUGGESTION AND HAVE A NICE DAY.

    DEE STONE supported this idea  · 

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