Holly W
My feedback
22 results found
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32 votes
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Holly W
supported this idea
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211 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 Holly W
commented
Well I get the option to print in Landscape, but it is 3 pages long. So strange.
Holly W
supported this idea
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99 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!
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120 votes
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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!
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177 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 Holly W
commented
Oh did I mention if you have over 10 pages and you time out you Lose It ALL.....
An error occurred while saving the comment Holly W
commented
FYI -> IF you keep hitting refresh on the CRM tab and the Imaging Tab, it will keep it open longer..... BUT this is a Huge Time Suck.... because you must pay close attention to the images that are loading that the CRM doesn't time out.
SO yes please there needs to be an adjustment. OR just scan the docs to my desk top and drop and drag them to Upload... but if you Advertise that imaging will work is should work...
but at this point it Does Not work, it times out and you have to start the upload all over again.... time suck.
An error occurred while saving the comment Holly W
commented
YES!
An error occurred while saving the comment Holly W
commented
HELLOOOOOOooooo...... Time Suck
Holly W
supported this idea
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An error occurred while saving the comment Holly W
commented
Yes please, these clients can have hundreds of pages to scan in.... and when it deletes hours of work because you were timed out it is FRUSTRATING!!! There is no way to do multi tasking while scanning....Really frustrating to scan things Multiple times and the boss wonders why you are Twiddling your fingers...well you have to touch the client tab Over and Over so you dont time out...omg. Please I have asked for help on this myself and why is no one listening?....
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29 votes
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An error occurred while saving the comment Holly W
commented
Good point and great idea
Holly W
supported this idea
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26 votes
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Holly W
supported this idea
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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 Holly W
commented
If the choice is Mailing or Primary to Mail to people this Doesnt help... One is Mailing and one is Home, but I can't get mail to people who ONLY have PO boxes because I have the home address as Primary, (because that is where they live)... but the Primary Mailing address is the PO Box.... and it cant be both. OMG
Holly W
supported this idea
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160 votes
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Holly W
supported this idea
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135 votes
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Holly W
supported this idea
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100 votes
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Holly W
supported this idea
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199 votes
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An error occurred while saving the comment Holly W
commented
Yes please, I have just been typing them in the important info box. But an actual spot for the info we need Daily would be very good. Thane makes a good point. Just some where please
Holly W
supported this idea
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143 votes
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Holly W
supported this idea
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222 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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628 votes
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An error occurred while saving the comment Holly W
commented
When I need the email I just do control 'c' to copy the email and control 'v' to just paste it in. But a button to send it to notes from CRM would be really great. That would save so much time! I like the idea a lot.
Holly W
supported this idea
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20 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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Holly W
supported this idea
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325 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Holly W
supported this idea
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1,253 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!
Holly W
supported this idea
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67 votes
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Holly W
supported this idea
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Agree