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← Customer Feedback for Redtail Technology

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12 results found

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

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous supported this idea  · 

  2. Is there a way to send a real-time notification to a person who opens an activity that you are editing at the same time?

    12 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  3. Have "Owner" of a Workflow also be the "Assignee" of all Workflow Tasks

    34 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. Emoney Redtail integration needs to be expanded

    9 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  5. Pull in info from emoney

    16 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  6. eMoney Data Visible in Redtail

    21 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  7. link an existing note to an existing activity

    93 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  8. Need to have (at least basic) Formatting of Comments in Notes

    53 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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  9. When searching text in notes, search comments as well.

    99 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  10. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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  11. E-mail notifications for comments on existing notes

    391 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  12. Show note comments on timeline

    325 votes
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    9 comments  ·  Redtail CRM » Timeline  ·  Admin →
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