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Heidi

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Meeting Agenda's

    134 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Heidi supported this idea  · 

  2. Linked Notes - Notify User and Copy to Another Contact

    80 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Heidi commented  · 

    This option is available when we're adding in a brand new note but not when we're linking a note to an existing activity.

    Heidi supported this idea  · 

  3. 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

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Heidi shared this idea  · 
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    Heidi commented  · 

    It would be great if, when you add a comment to an existing note, that the blue hyperlink to the "comment" was a little more visible - like red so it stands out. Similar to the red "Important Information" icon. It's only red if you've added something.

  4. Billable Time Tracking

    380 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Heidi supported this idea  · 

  5. Time tracker

    85 votes
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    5 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Heidi supported this idea  · 

  6. Creating an Activity Should Send ONE Notification

    50 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Heidi supported this idea  · 

  7. list two contacts when attached to note/activity, not just '2 contacts'

    72 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Heidi supported this idea  · 

  8. Customize Email viewing permissions

    494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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    Heidi supported this idea  · 

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

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Heidi supported this idea  · 

Feedback and Knowledge Base

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