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Jeremiah Massey

← Customer Feedback for Redtail Technology

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8 results found

  1. filter notes by user in contact

    24 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jeremiah Massey commented  · 

    We would love to see this feature as well. We also have a team of people who add notes to clients' contacts, and agree, it would be SUPER helpful to be able to see the notes made by certain team members.

    Jeremiah Massey supported this idea  · 

  2. Automatically Create and Email Reports to User in Recurring Schedule

    64 votes
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    8 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jeremiah Massey supported this idea  · 

  3. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jeremiah Massey supported this idea  · 

  4. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jeremiah Massey commented  · 

    Yes! This would be so helpful.

    Jeremiah Massey supported this idea  · 

  5. Arrange All Day Activities

    70 votes
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    8 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jeremiah Massey supported this idea  · 

  6. When downloading an activity report in PDF, please have the priority levels (1-6) listed in the PDF.

    19 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jeremiah Massey supported this idea  · 

  7. Organize task list

    66 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jeremiah Massey supported this idea  · 

  8. SPEAK feature would be even better if I can text two or more people at the same time, as clients who are hus/wife want same communication

    36 votes
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    1 comment  ·  Redtail Speak » Contacts  ·  Admin →
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    Jeremiah Massey supported this idea  · 

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