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Martin Allen

← Customer Feedback for Redtail Technology

My feedback

44 results found

  1. multiple contact status and categories

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

  2. Hide Default Categories (AGAIN)

    36 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Martin Allen supported this idea  · 

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

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

  4. 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

    233 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  5. Multiple linked contacts in workflows - Display their names, not "2"

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

  6. 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  · 

  7. List TWO Contacts in Things to do Today

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

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

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

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

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

  10. Address Updates

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

  11. Home address vs. other preferred mailing address

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

  12. Calendar Integration with Calendly

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

  13. email reporting

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

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

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

  15. 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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    Martin Allen supported this idea  · 

  16. Tracking maiden names and name changes.

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

  17. 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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    Martin Allen supported this idea  · 

  18. E-mail notifications for comments on existing notes

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

  19. I need additional Mail Merge Fields

    548 votes
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    82 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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Martin Allen supported this idea  · 
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