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S McDaniel

← Customer Feedback for Redtail Technology

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8 results found

  1. Client Goals

    13 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    S McDaniel supported this idea  · 

  2. 8x8

    73 votes
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    6 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    S McDaniel commented  · 

    8x8 integration would be a huge up-level in the capabilities of documenting client calls.

    S McDaniel supported this idea  · 

  3. Form CRS Delivery Documentation

    97 votes
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    7 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  4. Workflow Task Display on the Today Page

    114 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  5. To Do List

    81 votes
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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    S McDaniel shared this idea  · 

  6. To do list

    50 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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    S McDaniel commented  · 

    Would love to have the ability to have a running to-do list on the Today page for open-ended items. This would be great for those items that are important but don't have a due date. Would also be nice if a priority level could be assigned and if they could be linked to contacts.

  7. Option to automatically rollover activity

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

  8. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    S McDaniel supported this idea  · 

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