Kelly

← Customer Feedback for Redtail Technology

My feedback

37 results found

  1. Workflow Complete Triggers Additional Workflow

    273 votes
    8 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

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

    426 votes
    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Kelly 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
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  4. Customize Personal Profile Form

    471 votes
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  5. UDF's at Household Level

    34 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

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

    47 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    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
    4 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  8. Option to change the note time stamp

    44 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

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

    76 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

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

    202 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  11. workflow tasks on calendar

    41 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  12. checklist

    117 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  13. Client Review Reminder by Months

    12 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  14. personal profile form w/ UDF's

    26 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

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

    36 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  16. annual review

    51 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  17. client review

    45 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  18. Client Review Revamp!!

    63 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  19. reviews

    61 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 

  20. Make a "this was a client review" check box in notes and activities

    107 votes
    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kelly supported this idea  · 
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