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Thomas Chavez

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Option to view all activities

    383 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Thomas Chavez supported this idea  · 

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

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Thomas Chavez supported this idea  · 

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

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Thomas Chavez commented  · 

    For the record, support was contacted on this issue under ticket 397451

    An error occurred while saving the comment
    Thomas Chavez commented  · 

    Encountered an issue where a specific field was not available for search or export. This appears to be a bug or an omission.

    Every available field within the database really should be searchable and furthermore, they should be exportable.

    In my case, we needed to run a search on the "Objective" field which can be found in the "Know Your Client" area under "Financials".

    Thomas Chavez supported this idea  · 

  4. Assign Activity to Team

    155 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Thomas Chavez supported this idea  · 

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