J. Eric Konuk

My feedback

  1. 17 votes
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    3 comments  ·  Integrations » VOIP  ·  Flag idea as inappropriate…  ·  Admin →
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    J. Eric Konuk commented  · 

    We use a Vonage VOIP system, and would love to be able to just click on a phone number in Redtail and have the system just dial the number for us! Or, better yet, do a search and construct a list of records, and be able to have Redtail start dialing the primary numbers beginning with the first record in the list we just created!...

    J. Eric Konuk supported this idea  · 
  2. 49 votes
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    11 comments  ·  Integrations » Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
    J. Eric Konuk supported this idea  · 
  3. 3 votes
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    0 comments  ·  CRM » Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
    J. Eric Konuk shared this idea  · 
  4. 2 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    J. Eric Konuk supported this idea  · 
  5. 7 votes
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    1 comment  ·  CRM » Other  ·  Flag idea as inappropriate…  ·  Admin →
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    J. Eric Konuk commented  · 

    Using my iPad Pro with the attachable keyboard more and more as my go to rather than my laptop. Scrolling on the iPad interface is a problem. Hopefully Redtail can invest some programming time into improving functionality for iPad Pro users!

    J. Eric Konuk supported this idea  · 
  6. 46 votes
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    4 comments  ·  CRM » Documents  ·  Flag idea as inappropriate…  ·  Admin →
    J. Eric Konuk supported this idea  · 
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    J. Eric Konuk commented  · 

    Make it easier to view uploaded documents. Maybe offer a thumbnail preview, or a one click open to just see the doc, or even have a tab to be able to flip through all documents and to sort them for a contact, or in an opportunity.

  7. 7 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    J. Eric Konuk shared this idea  · 

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