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Chuck Vercellone

← Customer Feedback for Redtail Technology

My feedback

88 results found

  1. Trusted Contact and Authorized Person to Receive Information at Account Level

    13 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  2. Trusted Contact Field on Contact Card

    62 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  3. Trusted Contact

    187 votes
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    15 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  4. Link ALL accounts to an activity with one click

    27 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  5. when linking accounts to activities can you add ability to link multiple accounts at a time

    61 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. check a box to update the spouse's Know Your Client

    28 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  7. Contact Card

    28 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  8. memberships

    31 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  9. Seeing more than one client on Tasks

    41 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  10. calendar

    41 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  11. Change the Linked Contacts on Activities Back!

    49 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  12. Seeing ALL contacts per Activity instead of Hiding them

    67 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  13. Linking Activities, Workflows, Notes, Documents, & Opportunities

    348 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  14. Link email to notes/activities

    657 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  15. Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on

    33 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  16. Show Linked Contact in Calendar view versus saying "2 Contacts"

    75 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  17. 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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    Chuck Vercellone supported this idea  · 

  18. 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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    Chuck Vercellone supported this idea  · 

  19. Calendar Issue - Need to turn off "2 contacts" consolidation and hovering requirement

    79 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  20. 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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    Chuck Vercellone supported this idea  · 
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