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1. Setup contact head of household & spouse

   19 votes

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   1 comment  ·  Redtail CRM » Contact Add Screen  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

2. When printing contact notes the font is too small. Please increase or give option to change

   91 votes

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   6 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Shari Showers supported this idea  ·  Aug 27, 2019
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   Shari Showers commented  ·  Aug 27, 2019  ·  Delete…

   When printing a note, the font is still pretty small. Is there a way to update the font size so when it is printed you can read easier?

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3. PDF Orientation in Portrait or Landscape

   211 votes

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   29 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   An error occurred while saving the comment
   Shari Showers commented  ·  Feb 27, 2018  ·  Delete…

   The notes are TERRIBLE when you print. First of all it comes up in a landscape format....needs to be portrait format. Secondly the font is super little. I called, was directed to go to reports/notes etc. export etc. Wrong, I should be able to print from the contact record, as before, and have it come up in a legible format to then print, for a folder, as I used to do and not have to change the direction of the paper. Why would you change something that is used by many to a illegible format? Very unhappy.

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   Shari Showers supported this idea  ·  Feb 27, 2018