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Ty Reid

← Customer Feedback for Redtail Technology

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43 results found

  1. Holiday's Observed On a Different Day than Falls On

    6 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Ty Reid shared this idea  · 

  2. Thanks for adding Federal Holidays to the Calendar. However...

    21 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  3. Allow recurring events to SKIP over NYSE and national holidays - show holidays

    32 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Ty Reid supported this idea  · 

  4. Retriever Rolling Calendar Syncing

    6 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Ty Reid shared this idea  · 

  5. Workflow bulk actions for date changes

    13 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ty Reid shared this idea  · 

  6. add a workflow to bulk actions

    136 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Ty Reid supported this idea  · 

  7. add the operand 'not like' or 'does not contain'

    27 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Ty Reid supported this idea  · 

  8. Make ALL Fields Searchable in the Advanced Search

    210 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Ty Reid supported this idea  · 

  9. Important Information Report

    15 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Ty Reid commented  · 

    I agree!!! :-)

    Ty Reid supported this idea  · 

  10. Note & Information Box Formatting & Coding

    12 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Ty Reid supported this idea  · 

  11. Important Information

    15 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Ty Reid commented  · 

    I would love to be able to pull a Report of "important information" that also shows the contact to whom the information belongs.

    Ty Reid supported this idea  · 

  12. "Important Information" Block

    141 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Ty Reid supported this idea  · 

  13. Allow for notes to be searched by category!!!

    18 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Ty Reid supported this idea  · 

  14. update important information reporting

    6 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Ty Reid shared this idea  · 

  15. Bulk Action in Reports

    12 votes
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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Ty Reid supported this idea  · 

  16. Merge contacts by showing the records side-by-side and allowing the user to select the data they wish to keep

    13 votes
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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Ty Reid supported this idea  · 

  17. Create a Bulk Action that allows Assigned Tasks in a Workflow to be reassigned to a User or Team.

    42 votes
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    1 comment  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Ty Reid supported this idea  · 

  18. Removal of Tag Groups(Bulk Options)

    48 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Ty Reid commented  · 

    Excellent idea! --being able to 'delete' in bulk actions (for anything!) is such a great idea!!! #TeamRedTail - SuperStarz

    Ty Reid supported this idea  · 

  19. Being able to import contacts ourselves

    7 votes
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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Ty Reid supported this idea  · 

  20. Set a target date when assigning clients in bulk to a workflow

    11 votes
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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Ty Reid supported this idea  · 
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