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Paula Shuler

← Customer Feedback for Redtail Technology

My feedback

15 results found

  1. Exclude "All Day" Activities from reports

    3 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Paula Shuler shared this idea  · 

  2. Reports with Filter Templates

    18 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Paula Shuler supported this idea  · 
    Paula Shuler shared this idea  · 

  3. Why are there suddenly "&" symbols at the end of so many notes??? Please remove.

    35 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Paula Shuler supported this idea  · 

  4. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

    138 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Paula Shuler supported this idea  · 

  5. Get Client ID and Account ID on the same export

    35 votes
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    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Paula Shuler supported this idea  · 

  6. "Not Like" or "Does Not Contain" search operators

    7 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Paula Shuler shared this idea  · 

  7. Address Updates

    28 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Paula Shuler commented  · 

    This would be amazing!! Some contacts have a summer home, or a mailing address different from the physical address. Having it copied over to the spouse would be amazing.

  8. Have a filter in reports for activities without the 'all day event' box checked

    3 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  9. Multiple actions

    23 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Paula Shuler shared this idea  · 

  10. allow us to see the person and/or team members who were sent a notification in the note record.

    210 votes
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    19 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Paula Shuler commented  · 

    Would LOVE to see this implemented!!!!

  11. Put Seminars back to the way they were decending order by date.

    9 votes
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    1 comment  ·  Redtail CRM » Seminar  ·  Admin →
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    Paula Shuler commented  · 

    This would be FANTASTIC!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

  12. Sort Seminars by Date of Seminar

    11 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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  13. Display Head of Household

    15 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Paula Shuler shared this idea  · 

  14. Head of Household Display

    31 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  15. Workflow Assignments Notifications

    167 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Paula Shuler supported this idea  · 

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