John G

← Customer Feedback for Redtail Technology

My feedback

21 results found

  1. Notes - Click Button to Add to Household

    119 votes
    7 comments  ·  Redtail CRM » Notes  ·  Admin →
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    John G supported this idea  · 

  2. Risk tolerance options in Redtail Tailwag

    153 votes
    9 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  3. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    John G supported this idea  · 

  4. Add a "Call History" log similar to "Email History"

    85 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    John G supported this idea  · 

  5. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    John G supported this idea  · 

  6. Customize Personal Profile Form

    471 votes
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    John G supported this idea  · 

  7. Show the Details of the Actions done on the Timeline

    249 votes
    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    John G supported this idea  · 

  8. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
    13 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    John G supported this idea  · 

  9. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

  10. Meeting Agenda's

    134 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    John G supported this idea  · 

  11. Run a Notes report with select notes only

    69 votes
    5 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    John G supported this idea  · 

  12. Activities saved as draft

    332 votes
    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    John G supported this idea  · 

  13. E-mail notifications for comments on existing notes

    394 votes
    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    John G commented  · 

    I would like to see an automatic notification feature added to note comments. When you add a comment to an existing note, I would like a notification to be sent to the original author of the note to let them know that someone else has added a comment to their note. I would also like the note with comment to be added to the today's overview screen so that the comment is visible and not missed.

    John G supported this idea  · 
    An error occurred while saving the comment
    John G commented  · 

    If a comment is added to a note, it should then appear in the Notes section of the Today's overview screen. comments should be treated as important as the original note.

  14. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    242 votes
    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    John G supported this idea  · 

  15. Need a spot to add beneficiary info without creating beneficiary as a contact.

    205 votes
    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    John G supported this idea  · 

  16. Add Clients by Region Mapping/Reporting

    225 votes
    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    John G supported this idea  · 

  17. Add Opportunity Notes to Linked Contacts

    149 votes
    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    An error occurred while saving the comment
    John G commented  · 

    I think all notes should appear in the Notes section of the contact record. Currently, the notes attached to an opportunity are only visible when you have the specific opportunity opened. It would be nice if the Notes section of the contact record indicated if the note was associated with just a note, activity, workflow or opportunity.

    John G supported this idea  · 

  18. Open Activities from Today screen - order of Past Due

    285 votes
    12 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    John G supported this idea  · 

  19. Include Trusts in the Family Portfolio Value

    254 votes
    25 comments  ·  Redtail CRM » Family  ·  Admin →
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  20. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    John G supported this idea  · 
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