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Jordan

← Customer Feedback for Redtail Technology

My feedback

14 results found

  1. Add time stamped notes inside the workflow

    43 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jordan supported this idea  · 

  2. Junxure Time Stamp

    25 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Jordan supported this idea  · 

  3. Add a time stamp to activities

    74 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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  4. Change First Review to Last Review under Client Review

    457 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jordan supported this idea  · 

  5. check a box to update the spouse's Know Your Client

    28 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Jordan supported this idea  · 

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

    571 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  · 

  7. Link email to notes/activities

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

  8. Age Based Triggers

    873 votes
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    27 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  · 

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

    1,278 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jordan supported this idea  · 

  10. Task Rollovers

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

  11. Comments in Linked Notes

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

  12. Edit Notes

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

  13. 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  · 

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

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

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