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Stacy

← Customer Feedback for Redtail Technology

My feedback

6 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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    Stacy supported this idea  · 

  2. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Stacy supported this idea  · 

  3. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Stacy supported this idea  · 

  4. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Stacy supported this idea  · 

  5. Adding color coding for advisors

    54 votes
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    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Stacy commented  · 

    You can have a separate unique activity type for Client Meeting-Advisor A could be red, Client Meeting- Advisor B is blue, etc.

  6. calendar scroll

    32 votes
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    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Stacy supported this idea  · 

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