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Jordan

← Customer Feedback for Redtail Technology

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9 results found

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

    570 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jordan commented  · 

    This is the main reason we don't use the "next review date" feature - if the client gets off the "first review" schedule, which almost all do over time, the next review date becomes useless.

    Jordan supported this idea  · 

  2. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jordan supported this idea  · 

  3. Age Based Triggers

    858 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jordan commented  · 

    FYI since RT doesn't seem to be in a rush - Holistiplan has this feature, and it's great!

    Jordan supported this idea  · 

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

    1,265 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jordan supported this idea  · 

  5. Task Rollovers

    46 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jordan supported this idea  · 

  6. Comments in Linked Notes

    17 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jordan supported this idea  · 

  7. Edit Notes

    165 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Jordan supported this idea  · 

  8. Employer Field - Add dropdown feature to list Employers the user can select from

    14 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jordan supported this idea  · 

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

    768 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jordan supported this idea  · 

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