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John G

← Customer Feedback for Redtail Technology

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27 results found

  1. Add Clients by Region Mapping/Reporting

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

  2. Client's name at the very top of all notes, tasks, activities

    135 votes
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    6 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    John G supported this idea  · 
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    John G commented  · 

    I would also like to see the client name appear on the notes that were added to a linked activity.

  3. Add Opportunity Notes to Linked Contacts

    149 votes
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    11 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  · 

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

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

  5. Include Trusts in the Family Portfolio Value

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

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    John G supported this idea  · 

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

    412 votes
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    19 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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