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Tara Blair

← Customer Feedback for Redtail Technology

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  1. Date of Death and Termination Date do not show on Personal Profile. Would be helpful for archiving records.

    66 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tara Blair supported this idea  · 

  2. Is it possible the have the team notify option saved in the activity. Currently we have to remember to notify teams and individuals each tim

    38 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tara Blair commented  · 

    Please add this feature so we don't have to remember to select notify team. It would save time and improve communication. Thanks!

    Tara Blair supported this idea  · 

  3. Activities saved as draft

    329 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Tara Blair commented  · 

    When adding a note to a task if you forget to click save and click somewhere else, please add a pop up that reminds you to either save or move on knowing that your note will be lost. Thanks!

    Tara Blair supported this idea  · 

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