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← Customer Feedback for Redtail Technology

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12 results found

  1. Full Integration with Schedule Once

    29 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  2. Add Additional Fields to the Client Review Section

    363 votes
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    19 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. Display memberships on the front page of the contact record.

    431 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  4. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,283 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  5. Address Updates

    28 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  6. speak window

    36 votes
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    1 comment  ·  Redtail Speak  ·  Admin →
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  7. 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

    428 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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  8. Change First Review to Last Review under Client Review

    461 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  9. Customize Email viewing permissions

    494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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  10. Make it possible to change a client's next review date without changing first review date!

    577 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  11. E-mail notifications for comments on existing notes

    397 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  12. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    96 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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