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Jordan

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. 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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    Jordan supported this idea  · 

  2. Link email to notes/activities

    628 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jordan supported this idea  · 

  3. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jordan supported this idea  · 

  4. 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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    Jordan supported this idea  · 

  5. Links in Automated Redtail Notification Emails

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

  6. Task Rollovers

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

  7. Comments in Linked Notes

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

  8. Allow us to Edit Notes

    129 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Jordan supported this idea  · 

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

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

  10. Duplicate email in Email History

    68 votes
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    5 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jordan commented  · 

    Second this suggestion, we often copy team members on client emails and end up with 3-6 copies of each email showing up in the Email History section. A filter to show only the copy that went to the selected contact by default would be very helpful.

    Jordan supported this idea  · 

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

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jordan supported this idea  · 

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