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Kay Williams

← Customer Feedback for Redtail Technology

My feedback

138 results found

  1. 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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  2. 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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    Kay Williams supported this idea  · 

  3. address requirements

    17 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  4. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  5. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  6. Can you link a contact's work address with that of their employer?

    75 votes
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    10 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  7. Make it possible to print a blank profile form

    45 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  8. Please add client picture to the Personal Profile Form

    26 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  9. Print all Dependents on the Personal Profile form

    32 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  10. 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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  11. Birthdays

    30 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  12. search note

    51 votes
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    8 comments  ·  Redtail CRM » Notes  ·  Admin →
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  13. Search clients/prospects based on distance from a specific address or zipcode

    6 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  14. Pin a note at the same time you create it

    48 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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  15. RMD Ages in Contact Information

    78 votes
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    7 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  16. Portfolio Reporting

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

  17. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kay Williams supported this idea  · 

  18. Opportunities should have at least 3 date fields

    132 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  19. complete activities from calendar view

    107 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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  20. Please add a pop-up alert before saving an activity if there is no linked contact

    12 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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