Caroline

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. Remove Closed Accounts from Reporting Under Account Type

    75 votes
    11 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Caroline supported this idea  · 

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

    153 votes
    13 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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. Attaching an email to a client record (without the client email address included)

    29 votes
    1 comment  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Caroline supported this idea  · 

  4. BCC in Email History

    21 votes
    0 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Caroline supported this idea  · 

  5. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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.

  6. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Caroline supported this idea  · 

Feedback and Knowledge Base

(thinking…)