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Rob

← Customer Feedback for Redtail Technology

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5 results found

  1. Linking of Contacts, Accounts to Opportunities and Opportunity Notes

    9 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Rob shared this idea  · 

  2. Notification when ID expires

    114 votes
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    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Rob commented  · 

    Yes, this would be a great compliance feature for Redtail to have. I doubt other CRMs have this.

    Rob supported this idea  · 

  3. Add Opportunity Notes to Linked Contacts

    149 votes
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    11 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Rob supported this idea  · 

  4. When searching text in notes, search comments as well.

    99 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rob commented  · 

    Yes, this would help keep everything organized rather than forcing users to make a note for everything in fear of not being able to search for it later.

    It really just needs to be an additional type in the Notes filter section.

  5. linking documents

    85 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Rob supported this idea  · 

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