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MGrozier

← Customer Feedback for Redtail Technology

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11 results found

  1. Make Broadcast Email Merge fields work more like MS Word fields

    51 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  2. **Please don't classify activities as past due until after the end date**

    106 votes
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    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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    MGrozier supported this idea  · 

  3. Bulk Add Employer Details

    29 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    MGrozier supported this idea  · 

  4. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    MGrozier supported this idea  · 

  5. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    MGrozier supported this idea  · 

  6. Email Notification (Activity Assigned)

    94 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    MGrozier supported this idea  · 

  7. Searching Departments in Business Records

    182 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    MGrozier commented  · 

    After capturing Department Contact Name for Business, that name should be searchable. You should not have to scroll to bottom of Business Contact record to enter Primary info and later to view info. We should be able to see Department contact up top, and that person's name should be searchable either by their last name or by the Company name.

    MGrozier supported this idea  · 

  8. Can you link a contact's work address with that of their employer?

    75 votes
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    10 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    MGrozier supported this idea  · 

  9. Option to view all activities

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

  10. Daily Activity Summary Email

    47 votes
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    4 comments  ·  Redtail CRM » Email  ·  Admin →
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    MGrozier supported this idea  · 

  11. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    MGrozier supported this idea  · 

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