Martin Allen

← Customer Feedback for Redtail Technology

My feedback

42 results found

  1. List TWO Contacts in Things to do Today

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

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

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

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

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

  4. Address Updates

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

  5. Home address vs. other preferred mailing address

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

  6. Calendar Integration with Calendly

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

  7. email reporting

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

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

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

  9. Link email to notes/activities

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

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

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

  11. Tracking maiden names and name changes.

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

  12. 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
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Martin Allen supported this idea  · 

  13. E-mail notifications for comments on existing notes

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

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

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

  15. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Martin Allen supported this idea  · 

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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Martin Allen supported this idea  · 

  17. Allow Customization of the Know Your Client Tab

    138 votes
    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Martin Allen supported this idea  · 

  18. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Martin Allen supported this idea  · 

  19. Workflow Complete Triggers Additional Workflow

    273 votes
    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Martin Allen supported this idea  · 

  20. Customize Personal Profile Form

    471 votes
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Martin Allen supported this idea  · 
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