Lindsey

← Customer Feedback for Redtail Technology

My feedback

6 results found

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

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Lindsey supported this idea  · 

  2. Risk tolerance options in Redtail Tailwag

    153 votes
    9 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Lindsey supported this idea  · 

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

    74 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Lindsey supported this idea  · 

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

    87 votes
    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Lindsey commented  · 

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

    Lindsey supported this idea  · 

  5. synchronize wedding anniversary

    61 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Lindsey supported this idea  · 

  6. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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  · 

Feedback and Knowledge Base

(thinking…)