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← Customer Feedback for Redtail Technology

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14 results found

  1. Full Integration with Schedule Once

    29 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  2. Add Additional Fields to the Client Review Section

    345 votes
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    17 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  3. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  4. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous supported this idea  · 

  5. 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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  6. Link Work Address

    12 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    Yes, when you add a new contact to an employer. Like another CPA at an accounting firm or another participant in a 401k, please automatically transfer over the work address that is associated with the company contact.

    Anonymous supported this idea  · 

  7. Address Updates

    28 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

  8. speak window

    33 votes
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    1 comment  ·  Redtail CRM » Other  ·  Admin →
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    Anonymous shared this idea  · 

  9. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  10. Change First Review to Last Review under Client Review

    437 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  11. Customize Email viewing permissions

    488 votes
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    56 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous supported this idea  · 

  12. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  13. E-mail notifications for comments on existing notes

    391 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 

  14. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    87 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

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