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Brad Williamson

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Improve contact search.

    104 votes
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    4 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Brad Williamson supported this idea  · 

  2. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Brad Williamson supported this idea  · 

  3. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Brad Williamson commented  · 

    Thank you! I just posted the same recommendation under "Reports". Redtail can combine these if they want to.

    Brad Williamson supported this idea  · 

  4. Make ALL Fields Searchable in the Advanced Search

    216 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Brad Williamson commented  · 

    I don't understand why I could record data in a database that I am unable to use in a search. Once example is the "renewal date" of an account. However, under "Contacts - Advanced Search - Account" there is no option to specify "Renewal Date". There are many other data points that I can't use (or find) in the advanced search area. I've looked under every Type, but can't find that field anywhere. Can you add this field and every other missing field. In general, the Advanced Search could be organized a little better anyway. Why is "Contact Keyword" and different Type and not a field in "Contact". Anyway, I'd love the simple change, but thought there is more work to be done too.

    Brad Williamson supported this idea  · 

  5. On the contact search results page make the columns sort-able.

    101 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  6. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    84 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  7. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brad Williamson supported this idea  · 

  8. Add Opportunity Notes to Linked Contacts

    149 votes
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    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Brad Williamson supported this idea  · 

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