Suzanne Rodriguez

← Customer Feedback for Redtail Technology

My feedback

24 results found

  1. Please add security levels definable by user, such as only an admin user can alter index listsor

    110 votes
    12 comments  ·  Redtail Imaging » Permissions  ·  Admin →
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    Suzanne Rodriguez commented  · 

    Wow, this is the first time I"m seeing this request. Are you saying you want a password on EACH client file? Do you know who many files I have in imaging? Thousands! This cant be what you mean right? Now, this was posted in 2011 and markes "planned" 6 months ago, so it might not ever get done. I hope not if what I'm reading is correct.

  2. Billable Time Tracking

    380 votes
    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Suzanne Rodriguez commented  · 

    Tag them

  3. Automation templates & recurring workflows

    536 votes
    17 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Suzanne Rodriguez supported this idea  · 

  4. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

    49 votes
    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Suzanne Rodriguez supported this idea  · 
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    Suzanne Rodriguez commented  · 

    I agree! I am currently just putting that in important information, but sometimes that section gets a little bulky if you have a lot of info there.

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