Anonymous

← Customer Feedback for Redtail Technology

My feedback

95 results found

  1. UDFs should be able to be used in the advanced search feature

    19 votes
    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous supported this idea  · 

  2. Add Contact Roles as options for Custom Exports

    30 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. Entity Name as an option on Custom Export

    12 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. Custom Export Options

    57 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. Open Workflow steps should be listed as an open Activity- One Place for all Open Items

    30 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  6. Drag and drop

    15 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  7. Contact Card

    34 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  8. Alert/warning pop up when clicking on client profile, if "caution" is needed

    25 votes
    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  9. In the Calendar, show Contact Names in task when there are 2 linked Contacts

    95 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  10. Roles & Permissions Changes & Customizations

    31 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  11. Ability to set a template or default when creating opportunities

    17 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  12. Notify users that an opportunity has been added

    58 votes
    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  13. Connect Activities & Notes to an Opportunity

    66 votes
    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  14. opportunity archive

    16 votes
    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  15. Opportunity Notifications

    16 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  16. opportunity filter

    91 votes
    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  17. Add Revenue to the Opportunities dashboard and reports

    382 votes
    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  18. notifications within opportunities

    49 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  19. Copy Roles selection to the Spouse in a new contact

    36 votes
    2 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  20. Activity Template Automation

    79 votes
    4 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 
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