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JRickert

← Customer Feedback for Redtail Technology

My feedback

55 results found

  1. Workflow Complete Triggers Additional Workflow

    271 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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  2. Workflows on Frequency

    79 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  3. When searching text in notes, search comments as well.

    99 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    JRickert supported this idea  · 

  4. Capability to delete comment

    30 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    JRickert supported this idea  · 

  5. 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
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    JRickert supported this idea  · 

  6. Create an Activity from the Opportunity Tracker

    262 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    JRickert commented  · 

    It would be nice to be able to link activities to the opportunity the way accounts can be linked. (along with the notes, documents, workflows)

    JRickert supported this idea  · 

  7. Linked Notes in Opportunities

    49 votes
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    3 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    JRickert supported this idea  · 

  8. Option to automatically rollover activity

    1,232 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    JRickert supported this idea  · 

  9. Add Opportunity Notes to Linked Contacts

    149 votes
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    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    JRickert supported this idea  · 

  10. Linking Activities, Workflows, Notes, Documents, & Opportunities

    342 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    JRickert supported this idea  · 

  11. Searching Departments in Business Records

    182 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    JRickert supported this idea  · 

  12. Customize Personal Profile Form

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

  13. Make it possible to change a client's next review date without changing first review date!

    570 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  14. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  15. RMD Value & Information section

    1,952 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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