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← Customer Feedback for Redtail Technology

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26 results found

  1. Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.

    59 votes
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    1 comment  ·  Redtail CRM » Templates  ·  Admin →
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  2. Schedule or Send Email Later Option

    30 votes
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    3 comments  ·  Redtail CRM » Email  ·  Admin →
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  3. Add additional fonts in broadcast emails

    19 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  4. Broadcast Email Templates: Picture

    47 votes
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    1 comment  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Anonymous commented  · 

    would be a great addition to be able to add photos from our saved photos list that do not have URLs.

    Anonymous supported this idea  · 

  5. broadcast email

    70 votes
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    3 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Anonymous commented  · 

    The ability to import a photo rather than needing a URL would allow for more photos to be easily added to an email. Would really like this option.

    Anonymous supported this idea  · 

  6. broadcast email

    75 votes
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    5 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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  7. Automations - Add option of Activity Changed for trigger event, currently only activity added.

    20 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  8. Contact Record Opportunities

    60 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  9. shared family contact address and phone info

    40 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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  10. Add "Estate" as a Contact Type

    13 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  11. allow for ALL membership codes to be customized, edited or deleted

    50 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  12. automation by date

    24 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  13. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  14. In the Banking Section of Know Your Client, please add a field to list the Name of the Bank Account.

    18 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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  15. Broadcast Email Logistics

    89 votes
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    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Anonymous supported this idea  · 

  16. Workflow Checklist Report - Add user and time/ date stamp

    23 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  17. Trusted Contact

    175 votes
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    13 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  18. Dynamic Workflow Due Dates

    364 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  19. Add Contact Name to Notification Subject Line

    86 votes
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    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  20. 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

    420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 
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