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Rebecca

← Customer Feedback for Redtail Technology

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6 results found

  1. Account Information

    25 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Rebecca supported this idea  · 

  2. Hoping to find a way to send a "Workflow Reminder" directly to the outstanding team member.

    16 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Rebecca supported this idea  · 
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    Rebecca commented  · 

    Would love this option as well!

  3. Searching Departments in Business Records

    182 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Rebecca supported this idea  · 

  4. Account Report with ALL Fields and Notes/Activities associated with Account

    12 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Rebecca commented  · 

    I agree!

    Rebecca supported this idea  · 

  5. add a designated beneficiary area for beneficiary information.

    108 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Rebecca supported this idea  · 

  6. Please make All Account fields available on Custom Export Templates

    73 votes
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    4 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Rebecca commented  · 

    Beneficiary Report or in custom reports add ALL information that one enters into Redtail for accounts.

    Rebecca supported this idea  · 

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