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Anonymous

← Customer Feedback for Redtail Technology

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5 results found

  1. Bulk update Know Your Client fields

    13 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous commented  · 

    This would be easier then having to do a custom export report, editing it, and then sending it back to Redtail for a bulk update.

  2. CRS

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

  3. Quick Filter for Search Bar

    7 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous commented  · 

    Mary, I don't know if anyone has reached you but you can set this up using the advanced search and creating a quicklist based on Active Clients. If any field changes that doesn't match that, they'll be removed and reversely if they become an active client they'll be added to the list automatically. Hope you're able to find what works for you!

  4. E-mail notifications for comments on existing notes

    394 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous commented  · 

    Please add this! There are no multiple threads for this. This one alone back dates prior to 2017 and it seems the comments are used heavily.

    Anonymous supported this idea  · 

  5. Contacts > Notes > Comments Notification

    119 votes
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    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous commented  · 

    This, or some type of notification system, is needed. I think it would be cool if we could tag the other users in the office in the comments like a social media feed.

    As new users of the CRM, comments are frequently being used since notes cannot be edited. When you work as a team sometimes notes needed to be added to, corrected, etc., however you can't do this in Redtail. Which makes the comment section fairly dire and yet easy to overlook bc there's no alert system to it.

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