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Jackie A

← Customer Feedback for Redtail Technology

My feedback

19 results found

  1. Ability to edit a note

    26 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Jackie A shared this idea  · 

  2. email reminders on tasks that go uncompleted or possibly overlooked

    13 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Jackie A supported this idea  · 

  3. Please update your software so that when i complete an activity it goes in client notes the day it was scheduled, not the day i complete it.

    24 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jackie A supported this idea  · 

  4. Arrange All Day Activities

    76 votes
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    8 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jackie A supported this idea  · 

  5. Creating an Activity Should Send ONE Notification

    53 votes
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    5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jackie A commented  · 

    Yes!!! same here!! They need to fix this ASAP!!!

    Jackie A shared this idea  · 

  6. Apply different time zones to different events in Calendar

    78 votes
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    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Jackie A supported this idea  · 

  7. Ability to link 2 contacts at once to an activity, task, etc...

    30 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jackie A supported this idea  · 

  8. Location on Calendar

    84 votes
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    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Jackie A supported this idea  · 

  9. Email Notification (Activity Assigned)

    97 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Jackie A supported this idea  · 

  10. Activities saved as draft

    335 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Jackie A commented  · 

    Yes!!!!

    Jackie A supported this idea  · 

  11. 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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    Jackie A supported this idea  · 

  12. 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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    Jackie A supported this idea  · 

  13. client since

    23 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Jackie A supported this idea  · 

  14. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Jackie A supported this idea  · 

  15. Add Clients by Region Mapping/Reporting

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

  17. 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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    Jackie A supported this idea  · 

  18. default values for every field

    104 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jackie A commented  · 

    I always have to click on filter dates and all pending activities don't show up unless I click on filter dates. All pending activities should appear

    Jackie A supported this idea  · 

  19. When creating new activity, give users the option to make the "more details page" the default.

    803 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jackie A supported this idea  · 

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