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Kay Williams

← Customer Feedback for Redtail Technology

My feedback

138 results found

  1. Bulk Printing of Confidential Personal Profile

    31 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  2. Add flag on the Personal Profile Form that indicates which information is marked as Primary and Preferred on the Contact Card

    20 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  3. Activities saved as draft

    329 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  4. Show the Details of the Actions done on the Timeline

    246 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  5. Create an Activity from the Opportunity Tracker

    262 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  6. Gift Log

    42 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  7. Add 'Engaged' to Marital Status

    56 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  8. Sort Columns in Account View

    15 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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  9. Opportunities on RT Calendar

    66 votes
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    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  10. PDF Orientation in Portrait or Landscape

    211 votes
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    29 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  11. Client Interaction Heatmap

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

  12. Notification for Past Due Tasks

    21 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kay Williams shared this idea  · 

  13. Full date display for activities

    62 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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  14. Add the option to have alerts / push notifications sent directly to the device

    411 votes
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    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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  15. Ability to send broadcast email as the advisor

    100 votes
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    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  16. 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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  17. Searching Departments in Business Records

    182 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  18. Hover over appointment for location details

    38 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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  19. Assiging multiple users to a task/activity

    31 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  20. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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