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John G

← Customer Feedback for Redtail Technology

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19 results found

  1. Notes - Click Button to Add to Household

    122 votes
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    8 comments  ·  Redtail CRM » Notes  ·  Admin →
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    John G supported this idea  · 

  2. Risk tolerance options in Redtail Tailwag

    153 votes
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    9 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  3. Add a "Call History" log similar to "Email History"

    88 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    John G supported this idea  · 

  4. Show note comments on timeline

    334 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    John G supported this idea  · 

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

    251 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    John G supported this idea  · 

  6. Add documents to workflows!

    619 votes
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    32 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    John G supported this idea  · 

  7. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  8. Meeting Agenda's

    134 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    John G supported this idea  · 

  9. Run a Notes report with select notes only

    75 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    John G supported this idea  · 

  10. Activities saved as draft

    335 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    John G supported this idea  · 

  11. E-mail notifications for comments on existing notes

    398 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    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.

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

    251 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    John G supported this idea  · 

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

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

  14. Add Clients by Region Mapping/Reporting

    225 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    John G supported this idea  · 

  15. Add Opportunity Notes to Linked Contacts

    155 votes
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    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    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  · 

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

    285 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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    John G supported this idea  · 

  17. Include Trusts in the Family Portfolio Value

    258 votes
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    25 comments  ·  Redtail CRM » Family  ·  Admin →
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  18. 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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    John G supported this idea  · 

  19. UDFs should be able to be used in the advanced search feature.

    438 votes
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    21 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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