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Anonymous

← Customer Feedback for Redtail Technology

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8 results found

  1. Allow to notify when putting notes into a task from the calendar

    10 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 

  2. need to connect adult children to thier parents, women often have different last names. Hard to find 3 years later.

    19 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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  3. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

    50 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  4. be able to choose multiple categories on an activity

    24 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  5. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    197 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  6. For Notes - Notify "Servicing Advisor"

    15 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 

  7. Notes

    143 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous commented  · 

    Why would you even make this change??
    Our office has submitted multiple requests w/a much higher priority over the years which still has not been done. E.g., review frequency for semi annual and quarterly and "comments" under notes for the capability to "notify" someone. All have been voted on a lot with no results.
    Thank you.

    Anonymous supported this idea  · 

  8. Viewing Notes section

    131 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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