Elizabeth Ludlam

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. When creating new activity, give users the option to make the "more details page" the default.

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
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    Elizabeth Ludlam commented  · 

    Reassign Activity Attendee WITHOUT having to go to "more details." When working on a task we tend to need to flip a task back and forth between assistants and the advisors. Having to click the "more details" tab is a frustrating extra step. Especially when Tailwag crashes and you lose your notes in the activity.

    Elizabeth Ludlam supported this idea  · 

  2. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Elizabeth Ludlam supported this idea  · 

  3. History of Client Reviews

    193 votes
    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Elizabeth Ludlam supported this idea  · 

  4. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Elizabeth Ludlam supported this idea  · 

  5. Tracking maiden names and name changes.

    177 votes
    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Elizabeth Ludlam supported this idea  · 

  6. Add Additional Fields to the Client Review Section

    348 votes
    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Elizabeth Ludlam supported this idea  · 

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