Betty

← Customer Feedback for Redtail Technology

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6 results found

  1. Enable Custom Columns on Today Screen - We Don't Use Location

    51 votes
    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Betty supported this idea  · 
    An error occurred while saving the comment
    Betty commented  · 

    One column we would find helpful to include would be client status as that would help our staff prioritze work by our internally defined client status say if that's A, B, C staff would know to prioritize tasks for A clients over C clients

  2. Fluid Role Reassignment in workflows...

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

  3. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Betty supported this idea  · 

  4. Please make All Account fields available on Custom Export Templates

    76 votes
    5 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Betty supported this idea  · 
    An error occurred while saving the comment
    Betty commented  · 

    Including Tag Groups

  5. Tag Group and and Client Lists - Data Export and Printing Options

    97 votes
    14 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Betty supported this idea  · 

  6. Add the option to have alerts / push notifications sent directly to the device

    414 votes
    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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