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← Customer Feedback for Redtail Technology

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72 results found

  1. Create an Activity from the Opportunity Tracker

    262 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous 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)

    Anonymous supported this idea  · 

  2. Linked Notes in Opportunities

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

  3. Contact by duplicate name report should consider middle name & suffix

    34 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous supported this idea  · 

  4. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  5. Department contacts need to hyperlink to contact card

    57 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

  6. Add Opportunity Notes to Linked Contacts

    149 votes
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    11 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous supported this idea  · 

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

    336 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  8. Searching Departments in Business Records

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

  9. Customize Personal Profile Form

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

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

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  11. 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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  12. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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