Brad Williamson

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Improve contact search.

    108 votes
    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

    1,377 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Brad Williamson supported this idea  · 

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

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    An error occurred while saving the comment
    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

    218 votes
    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    An error occurred while saving the comment
    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.

    104 votes
    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?

  6. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

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

    606 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Brad Williamson supported this idea  · 

  8. Add Opportunity Notes to Linked Contacts

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

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