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Anonymous

← Customer Feedback for Redtail Technology

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18 results found

  1. I absolutely LOVE your new images for the login screen - keep those Redtail Pups and fresh art coming...makes me happy when I start my day!

    10 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  2. Drivers License number

    15 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  3. Allow to notify when putting notes into a task from the calendar

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

  4. The support team should be able to forward a suggestion

    2 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  5. It would be very helpful if the documents stored in the client file were ordered by the most recent on top to the oldest as a default.

    27 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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  6. Recurring Activity Attendees

    19 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. need to connect adult children to thier parents, women often have different last names. Hard to find 3 years later.

    16 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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  8. Why are there suddenly "&" symbols at the end of so many notes??? Please remove.

    35 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  9. 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.

    47 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  10. Telephone support and user feedback

    12 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  11. be able to choose multiple categories on an activity

    24 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  12. 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  · 

  13. Go back to being able to see a complete note without having to click on each one.

    81 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Anonymous supported this idea  · 

  14. NOTES SECTION - COLLAPSED VIEW !!!!!

    57 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  15. 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  · 

  16. 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  · 

  17. We need to be able to view completed Activity notes

    59 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  18. Viewing Notes section

    131 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

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