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← Customer Feedback for Redtail Technology

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36 results found

  1. Make ALL Fields Searchable in the Advanced Search

    210 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  2. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  3. Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    177 votes
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    21 comments  ·  Redtail Imaging » Other  ·  Admin →
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  4. Activity Completed Trigger

    268 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. Update Repeat Options for Recurring Activities

    62 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. Is it possible the have the team notify option saved in the activity. Currently we have to remember to notify teams and individuals each tim

    38 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. Activities saved as draft

    329 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  8. Please fix past due tasks to show on contact page again (Twelve month window).

    82 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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  9. We need the ability to identify emails that are not linked to a contact record.

    142 votes
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    15 comments  ·  Redtail CRM » Email  ·  Admin →
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  10. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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  11. Ability to send broadcast email as the advisor

    100 votes
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    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  12. 2 primary email addresses

    18 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  13. Make Broadcast Email Merge fields work more like MS Word fields

    51 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  14. Save an Email Template directly from Broadcast Email drafting window

    30 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  15. Enable text editor to accept color in the body of an email

    75 votes
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    2 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  16. Tracking maiden names and name changes.

    174 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 
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