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← Customer Feedback for Redtail Technology

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6 results found

  1. Link Activity to Another Activity

    27 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous shared this idea  · 

  2. When downloading an activity report in PDF, please have the priority levels (1-6) listed in the PDF.

    19 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous supported this idea  · 

  3. 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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    Anonymous commented  · 

    My suggestion would be to add a link next to the Family Name link under the contact name on the contact record page that you could click on to view memberships similar to the way in which we toggle between husbands and wifes.

    Anonymous supported this idea  · 

  4. add a new status

    127 votes
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    28 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    You could simply add the ability for us to customize the drop down list similar to how we are able to create custom client statuses.

    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Employer market accounts need to know when an account is "active" meaning that regular contributions are being made, or "paid-up" meaning that the employee is no longer making contributions. Would be nice to have Paid-Up as an account status.

  5. Enable user defined fields to have a customizable order

    130 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  6. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous commented  · 

    I would like the ability to build custom reports that include account level UDFs. I love that they are part of tailwag, but the reporting needs to be more robust. These fields should be added to the custom reporting tool.

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