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← Customer Feedback for Redtail Technology

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56 results found

  1. add step to workflow inbetween completed and uncompleted steps

    12 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  2. link an existing note to an existing activity

    90 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on

    21 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  4. Link a Contact to a note after it has been Created

    31 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  5. link contact to note after note is posted

    32 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  6. Need to see new comments to older notes on Todays Overview

    45 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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  7. Need to have (at least basic) Formatting of Comments in Notes

    53 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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  8. When searching text in notes, search comments as well.

    96 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  9. E-mail notifications for comments on existing notes

    388 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  10. 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

    414 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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  11. Make it possible to change a client's next review date without changing first review date!

    552 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  12. Review Date Reminders

    61 votes
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    Received  ·  2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  13. client review

    20 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  14. Change First Review to Last Review under Client Review

    419 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  15. Automations: Make the Know your Client Review Date a Trigger Event

    747 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  16. Client Review Dates

    14 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  17. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,232 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  18. Automatically update last review date in client review section

    104 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  19. Add Additional Fields to the Client Review Section

    336 votes
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    17 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  20. FIX the "Custom" recurrence option in Client Review Reminder section

    15 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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