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DonnaE

← Customer Feedback for Redtail Technology

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22 results found

  1. Add the date a workflow is created

    8 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    DonnaE shared this idea  · 

  2. Add client's name to a workflow on the calendar

    4 votes
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    Received  ·  0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    DonnaE supported this idea  · 

  3. workflow reports - more info needs to be included

    6 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    DonnaE supported this idea  · 

  4. Scrap Worflows and Start Over

    52 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    DonnaE supported this idea  · 

  5. Improve on the Workflow interface when creating/editing a workflow

    7 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    DonnaE shared this idea  · 

  6. Disable birthday reminder and other contact reminders when termination date added

    4 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    DonnaE shared this idea  · 

  7. Client Review Reminder

    79 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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    DonnaE supported this idea  · 

  8. 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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    DonnaE supported this idea  · 

  9. Remove Review Date when Client Status = Terminated

    100 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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    DonnaE supported this idea  · 

  10. Speak app push notifications

    13 votes
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    0 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    DonnaE supported this idea  · 

  11. membership

    4 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    DonnaE supported this idea  · 

  12. Auto Link Married Couples' Notes

    22 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    DonnaE supported this idea  · 

  13. Redtail Speak - Bulk Messaging to a group

    7 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    DonnaE supported this idea  · 

  14. Speak phone app sound notifications

    11 votes
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    0 comments  ·  Redtail Speak » Notifications  ·  Admin →
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    DonnaE supported this idea  · 

  15. mscalzo@cfiemail.com

    7 votes
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    0 comments  ·  Redtail Speak » Notifications  ·  Admin →
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    DonnaE supported this idea  · 

  16. Add Speak reports in the 'Reports' section of the CRM

    4 votes
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    0 comments  ·  Redtail Speak » Preferences  ·  Admin →
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    DonnaE shared this idea  · 

  17. Redtail Speak, please add ability for administrators to view all conversations and have overview of which individuals are enrolled.

    26 votes
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    0 comments  ·  Redtail Speak  ·  Admin →
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    DonnaE supported this idea  · 

  18. Telephone Message Board

    3 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    DonnaE shared this idea  · 

  19. Add fields to comply with the "know your client" FINRA requirements

    148 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    DonnaE supported this idea  · 

  20. memberships

    138 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    DonnaE commented  · 

    I agree - Memberships is not a good term for this section. Relationships is much better and I think it will be used more by everyone. Also, this should be higher on the list in the left-hand column and, even better, on the main contact page.

    DonnaE supported this idea  · 
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