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J Hansen

← Customer Feedback for Redtail Technology

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46 results found

  1. Delete Speak Room

    8 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  2. Invite multiple clients at once to Speak

    32 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  3. Allow the ability to standardize for a database, colors for activities/roles. It makes identifying activities "at a glance" much easier.

    14 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  4. change categories in existing calendar sync

    12 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  5. Allow zapier to create template activities or workflows in Redtail

    19 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    J Hansen supported this idea  · 

  6. GoToWebinar to sync to Redtail Seminars

    11 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    J Hansen supported this idea  · 

  7. BombBomb

    21 votes
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    2 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    J Hansen commented  · 

    Yes please!

    J Hansen supported this idea  · 

  8. Integration with BombBomb

    13 votes
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    0 comments  ·  Redtail CRM » Artificial Intelligence  ·  Admin →
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  9. Attach file to an existing note from main contact screen

    9 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    J Hansen shared this idea  · 

  10. Attach file in bulk notes

    25 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    J Hansen supported this idea  · 

  11. UDFs should be able to be used in the advanced search feature.

    409 votes
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    19 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    J Hansen supported this idea  · 

  12. PDF Orientation in Portrait or Landscape

    211 votes
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    29 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    J Hansen supported this idea  · 

  13. Trigger on dates/ repeating schedule

    56 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    J Hansen supported this idea  · 

  14. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    J Hansen supported this idea  · 

  15. birthday reminder

    24 votes
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    3 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    J Hansen commented  · 

    We too would like to have the option to set a default preference of OFF/UNCHECKED for the Enable Birthday Reminders checkbox.

    All our new contacts get added as Leads or Referrals, and only once they become a client do we want to be reminded of their birthdays. It would be much easier to go back in and check the box for the ones that become a client, rather than having to uncheck the box for all the Leads and Referrals we don't end up working with...

    J Hansen supported this idea  · 

  16. Expand Automation Options

    148 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    J Hansen commented  · 

    PLEASE also consider adding a Condition that checks for a particular Keyword assigned to a contact. Example in our case: On email change, if the contact has the email newsletter keyword attached, send a message to the receptionist to change the email address in the online newsletter system.

    (BTW it's Constant Contact in our case. Would be nice if the email could be updated automatically through the Constant Contact integration but that's another issue...!)

    Thank you.

  17. Automation for Linked Contacts in Family

    54 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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  18. I need additional Mail Merge Fields

    542 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    J Hansen commented  · 

    I would also like to request these fields:

    Mobile phone
    Spouse mobile phone
    Spouse email
    Spouse birthdate

    An error occurred while saving the comment
    J Hansen commented  · 

    Yes! We vote for:
    SS#
    Spouse SS#
    Spouse DOB
    And most importantly:
    CELL PHONE NUMBER!

    J Hansen supported this idea  · 

  19. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    J Hansen commented  · 

    When designing a workflow, if I change the order of steps within the workflow by dragging and dropping a step, it sticks on the screen in the new order, but as soon as I change or save a task or step, it reverts back to the original order. It's not saving the new order that I want... ?!

    J Hansen supported this idea  · 

  20. Automation templates & recurring workflows

    529 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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    J Hansen supported this idea  · 
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