Robyn

← Customer Feedback for Redtail Technology

My feedback

16 results found

  1. Switching Family Head

    36 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Robyn supported this idea  · 

  2. Additional family options (not in the 'Membership' page)

    72 votes
    5 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Robyn supported this idea  · 

  3. "significant other, fiancee

    56 votes
    2 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Robyn supported this idea  · 

  4. When adding a note to a client, it would be helpful if there was a prompt to link the note to their spouse.

    33 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Robyn supported this idea  · 

  5. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    197 votes
    4 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Robyn supported this idea  · 

  6. Notes

    143 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Robyn supported this idea  · 

  7. Viewing Notes section

    131 votes
    2 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Robyn supported this idea  · 

  8. Need to be able to edit notes

    44 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Robyn supported this idea  · 

  9. Add pinned notes to Latest Notes screen.

    84 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Robyn supported this idea  · 

  10. Please make it so we can REORDER notes and edit the date of them!

    28 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Robyn supported this idea  · 

  11. Link a Contact to a note after it has been Created

    34 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Robyn supported this idea  · 

  12. Please update your software so that when i complete an activity it goes in client notes the day it was scheduled, not the day i complete it.

    24 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Robyn supported this idea  · 

  13. scheduling reoccurring activities

    20 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Robyn supported this idea  · 

  14. Be able to add a linked note after an activity is completed

    18 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Robyn supported this idea  · 

  15. Linking spousal activities and notes

    15 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Robyn shared this idea  · 

  16. Client Review - it would be helpful to be able to add the "last review date"

    69 votes
    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Robyn supported this idea  · 

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