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Tim Mrock

← Customer Feedback for Redtail Technology

My feedback

33 results found

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

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Tim Mrock supported this idea  · 

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

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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  3. Quicklists-"BEGINS WITH" sort feature does NOT work.

    18 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Tim Mrock supported this idea  · 

  4. Allow Tasks to be moved between workflow Steps

    609 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Tim Mrock supported this idea  · 

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

    438 votes
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    21 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Tim Mrock supported this idea  · 

  6. Custom Trigger Events

    217 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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  7. Outcome of one workflow feed into another workflow

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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  8. Triggers

    260 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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  9. add a workflow to bulk actions

    142 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  10. Activity report based on date activity was created

    92 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tim Mrock supported this idea  · 
    An error occurred while saving the comment
    Tim Mrock commented  · 

    I also would like to be able to export 'Created On' and 'Created By' fields for activities. This would be very helpful for leveraging the system to hold accountability of users. For example, tracking activities that have been in the system for so long that they should be closed out and tracking the turnaround time for completing activities.

  11. memberships

    138 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Tim Mrock supported this idea  · 

  12. Activities saved as draft

    335 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Tim Mrock supported this idea  · 

  13. Add field to enter country for passport under Know Your Client (Identifications)

    30 votes
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    8 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    An error occurred while saving the comment
    Tim Mrock commented  · 

    As a workaround, I added the country (Canada in this case) as text after the passport number.

    Tim Mrock shared this idea  · 
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