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Kelly

← Customer Feedback for Redtail Technology

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49 results found

  1. Workflow Complete Triggers Additional Workflow

    271 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kelly supported this idea  · 

  2. UDFs should be able to be used in the advanced search feature.

    409 votes
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    19 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  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

    420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kelly supported this idea  · 

  4. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Kelly supported this idea  · 

  5. UDF's at Household Level

    31 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Kelly supported this idea  · 

  6. Allow Customization of "Things to do today" and other widgets on Homescreen

    30 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Kelly supported this idea  · 

  7. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    197 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kelly supported this idea  · 

  8. Option to change the note time stamp

    39 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  9. preferred pronoun

    17 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kelly supported this idea  · 

  10. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

    52 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  11. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

    138 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kelly supported this idea  · 

  12. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    196 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  13. workflow tasks on calendar

    36 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  14. checklist

    114 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kelly supported this idea  · 

  15. Client Review Reminder by Months

    12 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  16. Client review "reminder" should jive with actual dates on calendar as "activity"

    30 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  17. personal profile form w/ UDF's

    26 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  18. Ability to color code client reviews per advisor/user

    22 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  19. Be Able to Keep Track of Multiple Review Dates for One Client

    24 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  20. Client review section.Would like to see "next dates" Quarterly, Semi-annual and Annually

    36 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 
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