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Martin Allen

← Customer Feedback for Redtail Technology

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26 results found

  1. Redtail Speak, please add ability for administrators to view all conversations and have overview of which individuals are enrolled.

    20 votes
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    0 comments  ·  Redtail Speak  ·  Admin →
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    Martin Allen supported this idea  · 

  2. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Martin Allen supported this idea  · 

  3. Multiple linked contacts in workflows - Display their names, not "2"

    46 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Martin Allen supported this idea  · 

  4. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

    76 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Martin Allen supported this idea  · 

  5. List TWO Contacts in Things to do Today

    36 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Martin Allen supported this idea  · 

  6. list two contacts when attached to note/activity, not just '2 contacts'

    72 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Martin Allen supported this idea  · 

  7. Under Activities, Displaying Both names rather than "2 Users" .

    50 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Martin Allen supported this idea  · 

  8. Address Updates

    28 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Martin Allen supported this idea  · 

  9. Home address vs. other preferred mailing address

    40 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Martin Allen supported this idea  · 

  10. Calendar Integration with Calendly

    50 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Martin Allen supported this idea  · 

  11. email reporting

    238 votes
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    10 comments  ·  Redtail CRM » Email  ·  Admin →
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    Martin Allen supported this idea  · 

  12. Add ability to search email *content,* not just subject lines

    100 votes
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    11 comments  ·  Redtail CRM » Email  ·  Admin →
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    Martin Allen supported this idea  · 

  13. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Martin Allen supported this idea  · 

  14. When creating new activity, give users the option to make the "more details page" the default.

    785 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Martin Allen supported this idea  · 

  15. Tracking maiden names and name changes.

    174 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Martin Allen supported this idea  · 

  16. 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

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Martin Allen supported this idea  · 

  17. E-mail notifications for comments on existing notes

    394 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Martin Allen supported this idea  · 

  18. Make it possible to change a client's next review date without changing first review date!

    570 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Martin Allen supported this idea  · 

  19. I need additional Mail Merge Fields

    542 votes
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    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Martin Allen supported this idea  · 

  20. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Martin Allen supported this idea  · 
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