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Anonymous

← Customer Feedback for Redtail Technology

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5 results found

  1. 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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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    We are getting double notifications for tasks when we have to edit the notes section in the detailed screen. We should be able to edit the activity before creating it to not get double emailed. This is an issue that just started with the new update

  2. Allow customization of "Written Agreement Review" types

    163 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    This is definitely a big issue- one client may have accounts with multiple companies that all have separate fee agreements that we need to keep track of as the date signed- so if there was a a way to change the label and add more written agreements that would be AMAZING!

  3. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  4. Link Multiple Folders to One Contact

    57 votes
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    2 comments  ·  Redtail Imaging » Contact Linking  ·  Admin →
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    Anonymous commented  · 

    Be able to link a contact to more than one imaging folder so if the children have a separate folder but do not need their own contact card it can be linked to a parents contact card along with that parents imaging file too.

    Anonymous 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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    Anonymous supported this idea  · 

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