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Heather Rutsch

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Option to automatically rollover activity

    1,187 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Heather Rutsch supported this idea  · 

  2. Allow Color Coding on the Calendar by Advisor/Employee

    1,703 votes
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    138 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Heather Rutsch supported this idea  · 

  3. Add client name to subject line in email notification

    16 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Heather Rutsch commented  · 

    Similarly, adding the clients name (or even just their last name) to the email subject line would be EXTREMELY helpful when trying to sort/prioritize multiple notifications. Thanks!

    Heather Rutsch supported this idea  · 

  4. To Do List

    78 votes
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Heather Rutsch supported this idea  · 

  5. allow today view to to show our preference of today's activities

    13 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Heather Rutsch supported this idea  · 

  6. In Activity field under individual Contacts, allow users to change default filter

    6 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Heather Rutsch supported this idea  · 

  7. Add the ability for a staff member to accept a task assigned to them

    10 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Heather Rutsch supported this idea  · 

  8. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

    24 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Heather Rutsch supported this idea  · 

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