MGrozier

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. **Please don't classify activities as past due until after the end date**

    106 votes
    11 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    MGrozier supported this idea  · 

  2. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    MGrozier supported this idea  · 

  3. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    MGrozier supported this idea  · 

  4. Email Notification (Activity Assigned)

    94 votes
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    MGrozier supported this idea  · 

  5. Searching Departments in Business Records

    185 votes
    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    An error occurred while saving the comment
    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  · 

  6. Option to view all activities

    389 votes
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    MGrozier supported this idea  · 

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

    431 votes
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    MGrozier supported this idea  · 

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