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Michele Tomlinson

← Customer Feedback for Redtail Technology

My feedback

18 results found

  1. 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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    Michele Tomlinson commented  · 

    It would be helpful to be able to Notify a user when a linked note is added to an existing activity.

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    Michele Tomlinson commented  · 

    It would be helpful to notify another User(s) of a linked note entered from an activty

    Michele Tomlinson supported this idea  · 
    Michele Tomlinson shared this idea  · 

  2. List Management: Bulk Delete

    19 votes
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    3 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Michele Tomlinson supported this idea  · 

  3. Family member relationship

    60 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Michele Tomlinson supported this idea  · 

  4. Show note comments on timeline

    328 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Michele Tomlinson commented  · 

    This would be super helpful!

    Michele Tomlinson supported this idea  · 

  5. email history default to note: email received or email sent

    153 votes
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    13 comments  ·  Redtail CRM » Email  ·  Admin →
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    Michele Tomlinson commented  · 

    Can I vote 1,000 times for this?

    Michele Tomlinson supported this idea  · 

  6. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Michele Tomlinson commented  · 

    Can I vote 1,000 times for this?

    Michele Tomlinson supported this idea  · 

  7. Automation Workflow from Keyword

    65 votes
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    5 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Michele Tomlinson supported this idea  · 

  8. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Michele Tomlinson commented  · 

    Work address would be awesome

    Michele Tomlinson supported this idea  · 
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    Michele Tomlinson commented  · 

    In Contact Details Input By: shows up under Input Date

  9. Option to automatically rollover activity

    1,239 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Michele Tomlinson supported this idea  · 

  10. Add ability to search email *content,* not just subject lines

    100 votes
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    11 comments  ·  Redtail CRM » Email  ·  Admin →
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    Michele Tomlinson supported this idea  · 

  11. Add Additional Fields to the Client Review Section

    348 votes
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    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Michele Tomlinson supported this idea  · 

  12. Ability to link 2 contacts at once to an activity, task, etc...

    27 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Michele Tomlinson supported this idea  · 

  13. Make ALL Fields Searchable in the Advanced Search

    216 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Michele Tomlinson commented  · 

    It would be helping to be able to search on contacts that are in a seminar from advanced search, for example, I am making a maling list, email list, and/or phone list to invite to the seminar, i would like to exclude those already attending the seminar.

    Michele Tomlinson supported this idea  · 

  14. E-mail notifications for comments on existing notes

    394 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Michele Tomlinson supported this idea  · 

  15. Add Clients by Region Mapping/Reporting

    225 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Michele Tomlinson supported this idea  · 

  16. I need additional Mail Merge Fields

    542 votes
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    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Michele Tomlinson supported this idea  · 

  17. Add the option to have alerts / push notifications sent directly to the device

    414 votes
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    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Michele Tomlinson supported this idea  · 

  18. Searching Departments in Business Records

    182 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Michele Tomlinson shared this idea  · 

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