Skip to content

Holly W

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. calendar scroll

    35 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Holly W supported this idea  · 
    An error occurred while saving the comment
    Holly W commented  · 

    Agree

  2. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  3. Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    189 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    23 comments  ·  Redtail Imaging » Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Holly W commented  · 

    Oh did I mention if you have over 10 pages and you time out you Lose It ALL.....

    An error occurred while saving the comment
    Holly W commented  · 

    FYI -> IF you keep hitting refresh on the CRM tab and the Imaging Tab, it will keep it open longer..... BUT this is a Huge Time Suck.... because you must pay close attention to the images that are loading that the CRM doesn't time out.

    SO yes please there needs to be an adjustment. OR just scan the docs to my desk top and drop and drag them to Upload... but if you Advertise that imaging will work is should work...

    but at this point it Does Not work, it times out and you have to start the upload all over again.... time suck.

    An error occurred while saving the comment
    Holly W commented  · 

    YES!

    An error occurred while saving the comment
    Holly W commented  · 

    HELLOOOOOOooooo...... Time Suck

    Holly W supported this idea  · 
    An error occurred while saving the comment
    Holly W commented  · 

    Yes please, these clients can have hundreds of pages to scan in.... and when it deletes hours of work because you were timed out it is FRUSTRATING!!! There is no way to do multi tasking while scanning....Really frustrating to scan things Multiple times and the boss wonders why you are Twiddling your fingers...well you have to touch the client tab Over and Over so you dont time out...omg. Please I have asked for help on this myself and why is no one listening?....

  4. I need additional Mail Merge Fields

    542 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Holly W commented  · 

    If the choice is Mailing or Primary to Mail to people this Doesnt help... One is Mailing and one is Home, but I can't get mail to people who ONLY have PO boxes because I have the home address as Primary, (because that is where they live)... but the Primary Mailing address is the PO Box.... and it cant be both. OMG

    Holly W supported this idea  · 

  5. Improve contact search.

    104 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Holly W supported this idea  · 

  6. Need a spot to add beneficiary info without creating beneficiary as a contact.

    205 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Holly W commented  · 

    Yes please, I have just been typing them in the important info box. But an actual spot for the info we need Daily would be very good. Thane makes a good point. Just some where please

    Holly W supported this idea  · 

  7. Add Clients by Region Mapping/Reporting

    225 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  8. Link email to notes/activities

    650 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Holly W commented  · 

    When I need the email I just do control 'c' to copy the email and control 'v' to just paste it in. But a button to send it to notes from CRM would be really great. That would save so much time! I like the idea a lot.

    Holly W supported this idea  · 

  9. Show note comments on timeline

    328 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Holly W supported this idea  · 

  10. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Holly W supported this idea  · 

  11. @mention for Note User Notification in Alerts Bell

    67 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Holly W supported this idea  · 

  12. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    69 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Holly W supported this idea  · 

Feedback and Knowledge Base

(thinking…)