Sarah

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Sarah commented  · 

    Yes, please address this issue - memberships and family tree is too confusing - we should be able to view all family members on one page regardless of whether or not they are children, adult, or clients.

    Sarah supported this idea  · 

  2. Make ALL Fields Searchable in the Advanced Search

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

  3. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?

  4. 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?

  5. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

  6. Tracking maiden names and name changes.

    177 votes
    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

  7. Show the Details of the Actions done on the Timeline

    249 votes
    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    Sarah supported this idea  · 

  8. Please add Memberships to the Profile Form

    146 votes
    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Sarah supported this idea  · 

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