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← Customer Feedback for Redtail Technology

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12 results found

  1. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    Automatically create important birthday task reminders like for 59.5, 70 & 70.5

    Anonymous supported this idea  · 

  2. Pin a note at the same time you create it

    57 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous commented  · 

    This would be extremely helpful indeed!! As i was creating a note today, it would have saved me time to pin at the same time as creating/saving so i wouldn't have to go all the way down to the bottom of all of the notes to make this one stay at the top!! PLEASE REVIEW THIS FOR US!! :)

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    Anonymous commented  · 

    this would be extremely helpful in keeping notes organized!!

    Anonymous shared this idea  · 

  3. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  4. Option to view all activities

    392 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  5. highlight sections of notes or descriptions in the activity...this is a very important feature that needs to be added

    115 votes
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    14 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous commented  · 

    It would also be helpfull to actually have underline work too. It is an option, but doesn't work. We need the notes to be able to be manipulated like in Excel. Colors, fonts, underlines... really important for things to pop out, like an RMD not for instance.

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    Anonymous commented  · 

    It would also be helpfull to actually have underline work too. It is an option, but doesn't work. We need the notes to be able to be manipulated like in Excel. Colors, fonts, underlines... really important for things to pop out, like an RMD not for instance. I

    Anonymous supported this idea  · 

  6. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous commented  · 

    It would be super great to have the comments just automatically show in the notes like they did before (not collapsed) because they are always as important to the note and or important add ons should you accidently complete a note and need to add important information.

    Anonymous supported this idea  · 
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    Anonymous commented  · 

    It would be super great to have the comments just automatically show in the notes like they did before (not collapsed) because they are always as important to the note and or important add ons should you accidently complete a note and need to add important information.

  7. Show note comments on timeline

    334 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Anonymous commented  · 

    It would be super great to have the comments just automatically show in the notes like they did before (not collapsed) because they are always as important to the note and or important add ons should you accidently complete a note and need to add important information.

    Anonymous supported this idea  · 

  8. Documents

    192 votes
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    18 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Anonymous commented  · 

    This would be such a big help to be able to just look and know if there are any documents uploaded already!

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    Anonymous commented  · 

    Show a number next to the Documents so you can see if there are any uploaded, and if there are, how many. I would really like to see if there are any documents uploaded before having to click on it.

    Anonymous supported this idea  · 

  9. 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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  10. E-mail notifications for comments on existing notes

    398 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 

  11. Show the Details of the Actions done on the Timeline

    251 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  12. When creating new activity, give users the option to make the "more details page" the default.

    803 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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