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Jason M

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Age Based Triggers

    870 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jason M supported this idea  · 

  2. need all fields available to select from for custom reporting

    929 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Jason M commented  · 

    I am unable to export personal interests, keywords, health information, etc from the MISC CLIENT INFO section of KNOW YOUR CLIENT using a custom export template.

    Jason M supported this idea  · 

  3. Assign Activity to Team

    173 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Jason M supported this idea  · 

  4. Link email to notes/activities

    654 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jason M supported this idea  · 

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

    1,374 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Jason M supported this idea  · 

  6. Open Activities from Today screen - order of Past Due

    285 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jason M supported this idea  · 

  7. Sorting of "Activities"

    188 votes
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    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Jason M commented  · 

    Please fix this! Super frustrating.

    Jason M supported this idea  · 

  8. When creating new activity, give users the option to make the "more details page" the default.

    789 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jason M commented  · 

    Please fix this immediately! This is something I do hundreds of times a day and is now absurdly time consuming.

    Jason M supported this idea  · 

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