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Jackie A

← Customer Feedback for Redtail Technology

My feedback

32 results found

  1. Automatically fill the state and city based on zip code

    167 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jackie A supported this idea  · 

  2. When I click "Go back to search Results", take me down to the record I was working on, instead of taking me to the top of the list.

    100 votes
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    5 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Jackie A supported this idea  · 

  3. Pull profile pictures from the new Social Media address links to use for a client's contact record profile picture.

    127 votes
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    10 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Jackie A supported this idea  · 

  4. client since

    20 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Jackie A supported this idea  · 

  5. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Jackie A supported this idea  · 

  6. Add Clients by Region Mapping/Reporting

    222 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jackie A supported this idea  · 

  7. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Jackie A supported this idea  · 

  8. Duplicates in email history

    135 votes
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    5 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jackie A supported this idea  · 

  9. Open Activities from Today screen - order of Past Due

    279 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jackie A supported this idea  · 

  10. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Jackie A supported this idea  · 

  11. default values for every field

    101 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jackie A commented  · 

    I always have to click on filter dates and all pending activities don't show up unless I click on filter dates. All pending activities should appear

    Jackie A supported this idea  · 

  12. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jackie A supported this idea  · 
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