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Lindsey

← Customer Feedback for Redtail Technology

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13 results found

  1. Review date for couples

    27 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Lindsey shared this idea  · 

  2. 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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    Lindsey supported this idea  · 

  3. Risk tolerance options in Redtail Tailwag

    153 votes
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    8 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Lindsey supported this idea  · 

  4. get rid of tiny scroll box after searching for a contact

    36 votes
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    3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Lindsey supported this idea  · 

  5. Add 'Engaged' to Marital Status

    56 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Lindsey supported this idea  · 

  6. Automatically update Marital Status to Married if attached as a spouse

    86 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Lindsey supported this idea  · 

  7. Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"

    56 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Lindsey supported this idea  · 

  8. add a marital status

    16 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Lindsey supported this idea  · 

  9. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    80 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Lindsey commented  · 

    Yes, this would be great!! I was just looking for this today!

    Lindsey supported this idea  · 

  10. synchronize wedding anniversary

    58 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Lindsey supported this idea  · 

  11. Allow Tasks to be moved between workflow Steps

    590 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Lindsey commented  · 

    Yes, please!!! I've been working on creating workflows today and I could have used this feature several times.

    Lindsey supported this idea  · 

  12. Allow Color Coding on the Calendar by Advisor/Employee

    1,709 votes
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    138 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Lindsey supported this idea  · 
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    Lindsey commented  · 

    Giving the option to color as your office needs would be ideal. On my personal calendar, I need different colors for different items but I also need to see my partners calendar, but would prefer it just as one different color. Each user should be given the option to change their own colors by activity type, person OR both.

  13. calendar activities not showing the entire title

    32 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Lindsey supported this idea  · 

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