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Kelly

← Customer Feedback for Redtail Technology

My feedback

14 results found

  1. Activity report based on date activity was created

    92 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kelly supported this idea  · 

  2. speak

    23 votes
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    0 comments  ·  Redtail Speak  ·  Admin →
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    Kelly shared this idea  · 

  3. Sorting in Memberships

    24 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Kelly shared this idea  · 

  4. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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  5. Memberships - Titles, Phone #s and email

    19 votes
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    2 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  6. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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  7. membership automatic set up

    42 votes
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    3 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  8. Show note comments on timeline

    334 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  9. Custom Trigger Events

    217 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kelly commented  · 

    Expand Trigger Event options. Either let us add which ones we want like Membership, Keywords and UDFs or make almost everything an option. I would love if when a client passes, if the date gets populated, a workflow would be able to be automated. A status changes...etc.

    Kelly supported this idea  · 

  10. Add a 'Contact Category Change' Trigger Event for Automations

    205 votes
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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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  11. Activity Completed Trigger

    283 votes
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    11 comments  ·  Redtail CRM » Automations  ·  Admin →
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  12. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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  13. Allow Tasks to be moved between workflow Steps

    609 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  14. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kelly commented  · 

    I would also like to see an option for how some of the items were sent. We have a word list keeping track of how the ADV was sent: e-mail, delivered at meeting, etc. AND then be able to run a report of these. So I can still have my "list".

    Kelly supported this idea  · 

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