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144 results found

  1. Search

    2 bugs have turned up in Search results since the update a week or so ago, both involving contacts that share a name:
    1. If one Contact's first name is the same as another's nickname and they share a last name, searching the Nickname + Last Name will bring up only one record. E.G. Betty "Sue" Smith and Sue "Jean" Smith. Searching Sue Smith will only bring up Sue Jean. Formerly results would show both for you to choose.

    1. Clicking on the first record in a search so that you can click through the records using Next/Prev -- once you…
    4 votes
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    0 comments  ·  Other  ·  Admin →
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  2. retriever cloud

    Retriever Cloud is a great feature, however, most places of business use a business email account for example Microsoft exchange office 2019 when enrolling with Retriever cloud feature the only option is to have a Hotmail account. Yes, I can temporarily set up a new Hotmail account and not necessarily use it. Too many additional steps to take for a simple sync. If there is a way to expand the sync, using other Microsoft applications this would be a smooth process.

    4 votes
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  3. Change "Sign into your Redtail Account" to "Sign in to your Redtail Account"

    Change "Sign into your Redtail Account" to "Sign in to your Redtail Account."

    "Sign in" is a phrasal verb. As written, part of the verb is connected as one word to a preposition.

    Also change "Logout" (a noun) to "Log out" (a phrasal verb).

    1 vote
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    Reviewed  ·  Redtail Development Team responded

    This 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!

  4. inline editing

    Enable the ability to edit a field by just clicking on that field instead of needing to always right-click on the record/field and seclect "edit...". THis is also known as inline editing...

    9 votes
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