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← Customer Feedback for Redtail Technology

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9 results found

  1. 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

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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  2. Run a Notes report with select notes only

    69 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. Automations: Make the Know your Client Review Date a Trigger Event

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  5. 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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  6. Show note comments on timeline

    328 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    If someone adds a comment to a note older than 7 days, we need to see that comment on the timeline for the date of the comment on Today's Overview. We need to be able to track all notes being entered each week. Right now, comments are not visible unless the date of the original note is within the 7 day period.

  7. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  8. E-mail notifications for comments on existing notes

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

  9. Add Opportunity Notes to Linked Contacts

    149 votes
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    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous supported this idea  · 

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