JRickert

← Customer Feedback for Redtail Technology

My feedback

54 results found

  1. Ability to set a template or default when creating opportunities

    17 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    JRickert shared this idea  · 

  2. Opportunity Follow-Ups

    45 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    JRickert supported this idea  · 

  3. workflow trigger opportunity

    7 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    JRickert supported this idea  · 

  4. Automation link/ create Opportunity

    16 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    JRickert supported this idea  · 

  5. default values for every field

    104 votes
    12 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    JRickert supported this idea  · 

  6. Differentiate between the areas on.

    3 votes
    0 comments  ·  Redtail CRM » Other  ·  Admin →
    How important is this to you?
    JRickert shared this idea  · 

  7. Multi Select Move Tool in Redtail Imaging

    9 votes
    0 comments  ·  Redtail Imaging  ·  Admin →
    How important is this to you?
    JRickert supported this idea  · 

  8. Increased RedTail Imaging Storage Display

    9 votes
    0 comments  ·  Redtail Imaging  ·  Admin →
    How important is this to you?
    JRickert supported this idea  · 

  9. REMOVE the "let's talk" speech bubble, or at least give the option to hide it.

    6 votes
    0 comments  ·  Redtail CRM » Other  ·  Admin →
    How important is this to you?
    JRickert shared this idea  · 

  10. Client Review Revamp!!

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

  11. Redtail Support Chat

    37 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    JRickert supported this idea  · 

  12. bubble stays open too long on calendar when hover over subject

    24 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    JRickert supported this idea  · 

  13. default accounts tab with orion

    20 votes
    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    JRickert shared this idea  · 

  14. Accounts Information

    48 votes
    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JRickert supported this idea  · 

  15. Orion Advisor Integration - Link the Redtail client back to the Orion Household during auto-link

    17 votes
    0 comments  ·  Redtail CRM » Other  ·  Admin →
    How important is this to you?
    JRickert supported this idea  · 

  16. link an existing note to an existing activity

    96 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    JRickert supported this idea  · 

  17. Link existing document to an activity or note.

    41 votes
    2 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    JRickert supported this idea  · 

  18. linking documents

    88 votes
    1 comment  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    JRickert supported this idea  · 

  19. CRM documents to Imaging documents

    36 votes
    0 comments  ·  Redtail Imaging  ·  Admin →
    How important is this to you?
    JRickert supported this idea  · 

  20. Folders for use inside Documents

    66 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    JRickert supported this idea  · 
← Previous 1 3

Feedback and Knowledge Base

(thinking…)