Skip to content

Kip Schwanke

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Post it note pop up when on client

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kip Schwanke supported this idea  · 
    An error occurred while saving the comment
    Kip Schwanke commented  · 

    I agree, but expand that to allow any view to flag a post-it. For example, in Download files, let us tag a post it so we can say hings like "this is a test" or "save for 30 days"

    Post it comments would also be priceless anywhere because so many field just have no place for explanation. An address might be old, or for statements only. A date of passing might be a guestimate, etc.

    Probably not easy, but following Word, editing tool or Acrobat's comment features.

    Thanks

  2. Scheduled - automated Custom Export

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Kip Schwanke commented  · 

    Can you add a feature to automate a Custom Export (or report) by scheduling a date and (approx) time???

    For example, on 10/1/22 I will run a custom export with account numbers and values, which would represent the month end values for 9/30/22.

    But, If I am not here, or forget, or that even occurs on a weekend it would be nice to be able to SCHEDULE it to occur.

    That said, I do realize there is the matter of filters that might be associated, but actually, if the routine simply executed the export on the entire Book it would be fine.

    Kip Schwanke shared this idea  · 

  3. Redtail Account ID to show on Accounts

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kip Schwanke shared this idea  · 

  4. Delete Warning

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kip Schwanke shared this idea  · 

  5. INCLUDE Zero Balance Accounts from feeds

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kip Schwanke shared this idea  · 

  6. Customizable and Sortable Column headers in searches, etc.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kip Schwanke shared this idea  · 

  7. Hyperlink directly into activity from email notification

    28 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kip Schwanke supported this idea  · 
    An error occurred while saving the comment
    Kip Schwanke commented  · 

    I agree with Annie, and I would ADD

    1. ADD the Ativity SUBJECT or an customizable email SUBJECT for the notification email so it is searchable, and sortable, and clear in email of the recipient(s).

    2. Provide the LINK as Annie suggests (this would seem a MUST)

    3. CODE the fact one can REPLY to the notification email with something useful, so it either goes into CRM or to the team involved.

    Thanks

Feedback and Knowledge Base

(thinking…)