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Melissa

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Notification when ID expires

    114 votes
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    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Melissa commented  · 

    It would also be helpful to be able to access the ID from the "Contact Card or Details" and NOT buried in "Know Your Client"

    Melissa supported this idea  · 

  2. Client's name at the very top of all notes, tasks, activities

    135 votes
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    6 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Melissa supported this idea  · 

  3. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Melissa supported this idea  · 

  4. Improve contact search.

    100 votes
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    3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Melissa supported this idea  · 

  5. Make ALL Fields Searchable in the Advanced Search

    213 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Melissa supported this idea  · 

  6. Searching Departments in Business Records

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

  7. Link email to notes/activities

    628 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Melissa supported this idea  · 

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