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Denise Salzman

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  1. 75 votes
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    Denise Salzman commented  · 

    What is the status on this?

    Denise Salzman supported this idea  · 
  2. 114 votes
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    Denise Salzman supported this idea  · 
  3. 89 votes
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    Denise Salzman supported this idea  · 
  4. 93 votes
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    Denise Salzman supported this idea  · 
  5. 45 votes
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    Denise Salzman supported this idea  · 
  6. 37 votes
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    Denise Salzman supported this idea  · 
  7. 1,342 votes
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    Denise Salzman supported this idea  · 
  8. 417 votes
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    Denise Salzman supported this idea  · 
  9. 22 votes
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    Denise Salzman commented  · 

    The Suffix, not the Salutation, should contain MD, PhD, Esq, etc. We should be able to maintain that field. It is not appropriate to send a salutation of "PhD Jane Doe"; instead, it should be "Jane Doe, PhD" or Denise Salzman, CPA or Mary James, Esq. or Elizabeth Smith, DVM, etc. In addition, retired military should be addressed as "General Karen Tye, Ret." Their class is also included. We are in an area with heavy military and medical presence and would like to address them correctly, along with all professionals.

    Denise Salzman supported this idea  · 
  10. 248 votes
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    Denise Salzman commented  · 

    As Redtail reviews this option, please also look at the suggestion"Custom Trigger Events" that would allow us to create our own additional trigger events.

  11. 200 votes
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    Denise Salzman supported this idea  · 
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    Denise Salzman commented  · 

    The ability and flexibility for us to customize or add our own trigger events would be exponentially more helpful.

  12. 167 votes
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    Denise Salzman supported this idea  · 
  13. 20 votes
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    Denise Salzman commented  · 

    I agree; this causes confusion among our team members and they have expresses significant frustration with this approach. The recipients should not have to roll down into the body of the notice to figure out if it is a notice or an assignment.

    Denise Salzman supported this idea  · 
  14. 135 votes
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    5 comments  ·  Redtail CRM » Email  ·  Admin →
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    Denise Salzman supported this idea  · 
  15. 63 votes
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    Denise Salzman supported this idea  · 
  16. 16 votes
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    Denise Salzman supported this idea  · 
  17. 60 votes
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    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Denise Salzman supported this idea  · 
  18. 1,718 votes
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    Denise Salzman commented  · 

    Please combine this with Have a universal default color that can be set for each user suggestion so the total votes can be seen. It appears to have a LOT of votes; so, can Redtail give us an expected release date.

    Denise Salzman supported this idea  · 
  19. 729 votes
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    Denise Salzman supported this idea  · 
  20. 14 votes
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    Denise Salzman shared this idea  · 

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