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Margaret

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Please make it so we can REORDER notes and edit the date of them!

    25 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Margaret shared this idea  · 

  2. Edit a client note

    25 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Margaret supported this idea  · 

  3. Scan a document into notes section using the app

    9 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Margaret supported this idea  · 

  4. Need to be able to edit notes

    44 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Margaret supported this idea  · 

  5. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

    138 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Margaret supported this idea  · 

  6. 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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    Margaret supported this idea  · 

  7. nickname

    104 votes
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    6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Margaret supported this idea  · 

  8. disappearing window

    9 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Margaret shared this idea  · 

  9. Add workflows to Mobile App

    18 votes
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    2 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Margaret supported this idea  · 
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    Margaret commented  · 

    Agreed!

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