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Nicole Petrie

← Customer Feedback for Redtail Technology

My feedback

8 results found

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

    438 votes
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    21 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Nicole Petrie shared this idea  · 

  2. Improve contact search.

    108 votes
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    4 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  3. Delete UDF in Bulk

    50 votes
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    6 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  4. When creating new activity, give users the option to make the "more details page" the default.

    803 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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  6. Notification when ID expires

    116 votes
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    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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  7. Show note comments on timeline

    334 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Nicole Petrie supported this idea  · 
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    Nicole Petrie commented  · 

    It's very inconvenient to have to click on the note in the timeline of a specific record page to see if there are any comments. At least have a place where it shows if there are any comments on the note instead of us having search to see if there are any. For example, "1 comment" would be helpful on the note or just make all the comments visible.

  8. Add Clients by Region Mapping/Reporting

    225 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Nicole Petrie supported this idea  · 

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