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Kay Williams

← Customer Feedback for Redtail Technology

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138 results found

  1. auto save notes

    42 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kay Williams supported this idea  · 

  2. Best Interest (CRS) Dates

    20 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Kay Williams supported this idea  · 

  3. search by status

    8 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Kay Williams supported this idea  · 

  4. Contact information important

    14 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kay Williams supported this idea  · 

  5. Documents to Open Instead of Download

    32 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Kay Williams supported this idea  · 

  6. buttons at top of reports

    10 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Kay Williams supported this idea  · 

  7. Bulk delete items in CRM Document storage

    19 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Kay Williams supported this idea  · 

  8. marital status

    12 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kay Williams supported this idea  · 

  9. Activity Template Time Frame

    9 votes
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Kay Williams supported this idea  · 

  10. To Do List

    81 votes
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Kay Williams supported this idea  · 

  11. "significant other, fiancee

    56 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Kay Williams supported this idea  · 

  12. Saving Documents to Templates

    16 votes
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Kay Williams supported this idea  · 

  13. Note Templates

    19 votes
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    1 comment  ·  Redtail CRM » Templates  ·  Admin →
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    Kay Williams supported this idea  · 

  14. Broadcast Email Font capabilities

    20 votes
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    1 comment  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Kay Williams supported this idea  · 

  15. Retain test broadcast emails for later revision

    5 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Kay Williams supported this idea  · 

  16. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

    31 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    An error occurred while saving the comment
    Kay Williams commented  · 

    i believe there is an auto save every 25 key strokes under "draft" in the NOTES feature but not under ACTIVITY feature. It would be nice, but my work around is open multiple tabs for your different projects ( i always keep at least 3 redtail tabs open - calendar, contacts, and today) and keep the activity open until you save how you want the Activity description to look. A safe feature i do is i ALWAYS copy the info in description PRIOR to saving the activity just in case i get the unicorn.

  17. Make it easier to navigate back to the last place

    2 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  18. Entering and updating Seminar/Event Attendees

    77 votes
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    2 comments  ·  Redtail CRM » Seminar  ·  Admin →
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  19. Copy Roles selection to the Spouse in a new contact

    30 votes
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    2 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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  20. Nickname to display in redtail calendar for activities and appointments etc in lieu of proper name

    30 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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