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Phillip Christenson

← Customer Feedback for Redtail Technology

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6 results found

  1. Add Clients by Region Mapping/Reporting

    219 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Phillip Christenson supported this idea  · 
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    Phillip Christenson commented  · 

    There is currently a search bar at the top of the dashboard but it can only search for contacts. What would be great is a general search so we can quickly find anything in Redtail. For example, I would like to search for "infogroup" because I know there is a task to follow up with infogroup. The results would show, contact records, workflows, tasks, etc all related to the keyword infogroup.

  2. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Phillip Christenson shared this idea  · 

  3. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Phillip Christenson commented  · 

    Please let us upload documents to our workflows task and steps. In order to complete a task we might use a template or some other document that I would like a user to be able to see quickly. For example, Task = Send Email to Client
    Document = Email template that can be accessed with one click.

    Phillip Christenson supported this idea  · 

  4. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Phillip Christenson supported this idea  · 

  5. AUM Historical Tracker

    40 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Phillip Christenson supported this idea  · 

  6. Add ability to search email *content,* not just subject lines

    97 votes
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    11 comments  ·  Redtail CRM » Email  ·  Admin →
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    Phillip Christenson commented  · 

    I'm assuming you are referring to email archives in CRM.

    If so, I agree, Redtail should also add an easy way to scroll through emails without having to click out and click on a new email each time. A left and right arrow in the email window is all that's really needed.

    Phillip Christenson supported this idea  · 

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