Anonymous

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. 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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    Anonymous supported this idea  · 

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

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  4. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  6. Contacts > Notes > Comments Notification

    119 votes
    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?

  7. Customize Email viewing permissions

    494 votes
    57 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  8. Add activities to left menu bar

    115 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  9. 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 →
    How important is this to you?
    Anonymous supported this idea  · 

  10. Notify User in Note

    85 votes
    4 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  11. E-mail notifications for comments on existing notes

    394 votes
    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 
    An error occurred while saving the comment
    Anonymous commented  · 

    Yes, yes, yes! Definitely need this option! My boss is constantly commenting on my notes without letting me know, all the while I'm sitting here waiting to hear back from him

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