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Eva Jennings

← Customer Feedback for Redtail Technology

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49 results found

  1. save activity

    45 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings supported this idea  · 

  2. When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.

    31 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings supported this idea  · 

  3. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

    37 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings supported this idea  · 

  4. Save Activity w/o Closing

    6 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings supported this idea  · 

  5. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings commented  · 

    wow...it's now 14 years later and still not completed. This is a game changer suggestion. What's the hold up?

    Eva Jennings supported this idea  · 

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

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Eva Jennings supported this idea  · 

  7. Hyperlink to Activity from Linked workflow generated via automation

    3 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Eva Jennings shared this idea  · 

  8. Move workflow tasks within a workflow template from one step to another

    27 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Eva Jennings supported this idea  · 

  9. Be able to add a linked note after an activity is completed

    21 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Eva Jennings supported this idea  · 

  10. Activity Notes Linked to Account

    39 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings supported this idea  · 

  11. The table feature inside activities and workflows is ineffective and does not work

    20 votes
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    1 comment  ·  Redtail CRM » Templates  ·  Admin →
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    Eva Jennings supported this idea  · 

  12. Additional family options (not in the 'Membership' page)

    79 votes
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    6 comments  ·  Redtail CRM » Family  ·  Admin →
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    Eva Jennings supported this idea  · 

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

    79 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings supported this idea  · 

  14. Show Linked Contact in Calendar view versus saying "2 Contacts"

    147 votes
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    Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings supported this idea  · 

  15. Add 2 contacts to calendar event

    38 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Eva Jennings supported this idea  · 

  16. Calendar-2 contacts

    73 votes
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    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Eva Jennings supported this idea  · 

  17. Ability to create activites and workflows from Notes report

    6 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Eva Jennings supported this idea  · 

  18. Create Linked Activities, documents, linked accounts from the aggregate notes on today list or notes by contact

    3 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Eva Jennings shared this idea  · 

  19. Create Linked Activities, documents, linked accounts from the aggregate notes on today list or notes by contact

    3 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Eva Jennings shared this idea  · 

  20. Activity Organizer Report/List/Filter needed

    6 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings shared this idea  · 
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