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← Customer Feedback for Redtail Technology

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48 results found

  1. Automatically fill the state and city based on zip code

    167 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  2. Add a "Call History" log similar to "Email History"

    79 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Improve contact search.

    100 votes
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    3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  4. Add an "enable reminder" feature for ALL dates

    59 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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  5. Birthdays Emailed

    97 votes
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    4 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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  6. Renewal Calendar Reminder

    60 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this 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!

  7. Option to automatically rollover activity

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

  8. complete activities from calendar view

    107 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  9. Tracking maiden names and name changes.

    174 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

  10. Entering and updating Seminar/Event Attendees

    77 votes
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    2 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Anonymous supported this idea  · 

  11. Laserapp - Memberships

    460 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Anonymous supported this idea  · 

  12. Adding custom labels into custom export

    12 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous supported this idea  · 

  13. Add the "Is Head of Household" field to Custom Export Template

    19 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous supported this idea  · 

  14. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous supported this idea  · 

  15. It would be nice if you could relate a contact to an activity or Note on the timeline.

    38 votes
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    4 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Anonymous supported this idea  · 

  16. Workflow Assignments Notifications

    167 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 

  17. Documents

    189 votes
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    18 comments  ·  Redtail CRM » Documents  ·  Admin →
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    An error occurred while saving the comment
    Anonymous commented  · 

    Yes, Please Implement Very Soon Also, Pease advise when this is added.

    Anonymous supported this idea  · 

  18. Apply different time zones to different events in Calendar

    78 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  19. "Meeting Not Held" button to clear appointments on the calendar

    56 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  20. When entering a Social Security Number, the field auto populates the dashes. Can this feature be added to all date fields?

    33 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 
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