My feedback

2 results found

1. Filter indiviual advisor's client's birthday reminders.

   128 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   11 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   An error occurred while saving the comment
   Jodi Paulen commented  ·  February 26, 2016  ·  Delete…

   Be able to filter birthdays on calendar to only the servicing advisor. Right now, every advisors calendar is flooded with all birthdays for all contacts in the database, whether or not they are assigned to them or not.

   Save Submitting...
   Jodi Paulen supported this idea  ·  February 26, 2016

2. It would be extremely efficient for our office to be able to filter notes on the dashboard by user.

   23 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   4 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The 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!

   An error occurred while saving the comment
   Jodi Paulen commented  ·  September 15, 2015  ·  Delete…

   when I log in as myself, on Overview screen, I see all notes for all users. There is an option to filter for one or multiple users. Users would like to be able to save these preferences so that when they log out and log back in, the filter(s) are saved

   Save Submitting...
   Jodi Paulen supported this idea  ·  September 15, 2015