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Caroline

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. Remove Closed Accounts from Reporting Under Account Type

    69 votes
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    10 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Caroline supported this idea  · 

  2. email history default to note: email received or email sent

    150 votes
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    11 comments  ·  Redtail CRM » Email  ·  Admin →
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    Caroline commented  · 

    When is the feature going to be available??

    An error occurred while saving the comment
    Caroline commented  · 

    I agree with these comments. Having to cut and paste emails in the notes is time-consuming and frustrating!!

    Caroline supported this idea  · 

  3. weekly view of calendar needs to show attendees, just like monthly view

    14 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Caroline supported this idea  · 

  4. archive email

    7 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    Caroline supported this idea  · 

  5. Attaching an email to a client record (without the client email address included)

    25 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Caroline supported this idea  · 

  6. BCC in Email History

    18 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Caroline supported this idea  · 

  7. There should be more features in the Redtail email template such as fonts and colors as in outlook,

    27 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    Caroline supported this idea  · 

  8. Linking and emails

    32 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Caroline supported this idea  · 

  9. Option to automatically rollover activity

    1,199 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Caroline commented  · 

    It would be nice if tasks/activities automatically rolled over, but also showed the original date of the task/activity. This would allow us not to forget about it, but also see when it was supposed to be done so we can see if we are getting too far behind on something that was assigned.

  10. Link email to notes/activities

    617 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Caroline supported this idea  · 

  11. SHOW BENEFICIARY INFO IN CUSTOM REPORTS

    137 votes
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    8 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Caroline supported this idea  · 

  12. Contact by AUM report

    70 votes
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    7 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Caroline supported this idea  · 

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