Anonymous
My feedback
16 results found
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31 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous supported this idea · -
18 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous shared this idea · -
1,342 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Anonymous supported this idea · -
45 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous supported this idea · -
146 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Anonymous supported this idea · -
6 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous supported this idea · -
114 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous supported this idea · -
542 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment An error occurred while saving the comment Anonymous commentedI will add again that ALL fields should be available for Mail Merge within the system... We should not have to export a contact or list of contacts, then import into Word to do a mail merge.
An error occurred while saving the comment Anonymous commentedAll fields in Redtail should be available for mail merge!
One that would be particularly helpful for us is the target date. We are trying to automate some of our paperwork processes through the use of workflows, which allows mail merge, but the date is very important! The target date being a mail merge field would allow us to date our materials instead of having to go back and manually update them.
Anonymous supported this idea · -
729 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Anonymous supported this idea ·An error occurred while saving the comment Anonymous commentedI agree that we need this and we should be able to brand it with our own logo. The current "add guest attendees" feature does not let us brand it and goes to a client branded with Redtail's branding. This is unacceptable and needs to allow us to brand them to our company. Until then, our firm will not use it. Otherwise it is a great feature and would be handy to remind clients of meetings and tasks that are assigned to the client.
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130 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous supported this idea · -
235 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Anonymous commentedWe would find this feature helpful for all reports - the ability to save filter parameters for reports we generate often.
Anonymous supported this idea · -
910 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Anonymous supported this idea · -
18 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Anonymous shared this idea · -
765 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Anonymous supported this idea · -
128 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
Anonymous supported this idea · -
219 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Anonymous commentedThank you! We need this! Maybe allow us to select if we only want to search contacts or do a global search. A few other choices would be great as well.
Anonymous supported this idea ·
We have experienced several incompatibility issues with Redtail. We have been told that the email archiving is not compatible with Office 365 and that the newest version of Word that we can use for mail merge is 97-2003? .doc files are the only file type allowed. Please bring your compatibility to current standards. I want to be able to use the form controls available in .docx along with my mail merge templates. Thanks!