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Nicole Petrie

← Customer Feedback for Redtail Technology

My feedback

10 results found

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

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

  2. Display memberships on the front page of the contact record.

    431 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  3. Improve contact search.

    108 votes
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    4 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  4. Link email to notes/activities

    654 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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  5. Delete UDF in Bulk

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

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

    1,374 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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  8. Notification when ID expires

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

    331 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.

  10. 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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