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Scott Livingston

← Customer Feedback for Redtail Technology

My feedback

15 results found

  1. Restrict permanent deletions of records from the recycling bin to only Admin users.

    1 vote
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    1 comment  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Scott Livingston shared this idea  · 

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

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Scott Livingston supported this idea  · 

  3. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Scott Livingston supported this idea  · 

  4. 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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    Scott Livingston supported this idea  · 

  5. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Scott Livingston supported this idea  · 

  6. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Scott Livingston supported this idea  · 

  7. Link Multiple Folders to One Contact

    57 votes
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    2 comments  ·  Redtail Imaging » Contact Linking  ·  Admin →
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    Scott Livingston supported this idea  · 

  8. Email attachment from imaging

    69 votes
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    9 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Scott Livingston supported this idea  · 

  9. Provide an option to grant client access to a folder or subfolder..

    76 votes
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    7 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Scott Livingston supported this idea  · 

  10. Provide a quick preview of imaged documents.

    147 votes
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    4 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Scott Livingston supported this idea  · 

  11. Pre-Populate Index Fields

    133 votes
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    4 comments  ·  Redtail Imaging » Indexing  ·  Admin →
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    Scott Livingston supported this idea  · 

  12. Bulk Printing of Confidential Personal Profile

    31 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Scott Livingston supported this idea  · 

  13. add a workflow to bulk actions

    139 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Scott Livingston supported this idea  · 

  14. Bulk Add Employer Details

    29 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Scott Livingston supported this idea  · 

  15. Allow Customization of the Know Your Client Tab

    138 votes
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    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Scott Livingston supported this idea  · 

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