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Doris Green

← Customer Feedback for Redtail Technology

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14 results found

  1. Time stamp AND date stamp on each note permanently without hovering.

    9 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Doris Green shared this idea  · 

  2. Time stamp AND date stamp on each note permanently without hovering.

    15 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. add a marital status

    16 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  4. Distinguishing minor children from adult children

    41 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  5. user mail merge

    6 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Doris Green shared this idea  · 

  6. search note

    51 votes
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    8 comments  ·  Redtail CRM » Notes  ·  Admin →
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  7. Mail Merge - All Fields Available

    66 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  8. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  9. Date of Death and Termination Date do not show on Personal Profile. Would be helpful for archiving records.

    66 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  10. Add Clients by Region Mapping/Reporting

    222 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  11. QuickAdd for Accounts

    9 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Doris Green shared this idea  · 

  12. 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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    Doris Green supported this idea  · 

  13. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Doris Green supported this idea  · 

  14. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Doris Green supported this idea  · 

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