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Anonymous

← Customer Feedback for Redtail Technology

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14 results found

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

    552 votes
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    34 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.

    756 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Age Based Triggers

    831 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. allow us to see the person and/or team members who were sent a notification in the note record.

    210 votes
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    19 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous commented  · 

    I can't believe this is not available yet!! We desperately need this

    Anonymous supported this idea  · 
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    Anonymous commented  · 

    PLEASE add this feature! So many times, I can't remember if I notified someone on a note or not. Or sometimes people are unsure if they were notified on something or not. We need to be able to see who was notified on each note to ensure they received the message.

  5. Option to automatically rollover activity

    1,199 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. Allow Color Coding on the Calendar by Advisor/Employee

    1,709 votes
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    138 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  7. RMD Value & Information section

    1,915 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  8. Contacts > Notes > Comments Notification

    101 votes
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    8 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  9. Customize Email viewing permissions

    485 votes
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    56 comments  ·  Redtail CRM » Email  ·  Admin →
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  10. Filter client reviews and birthdays by user

    152 votes
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    12 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  11. Add activities to left menu bar

    114 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  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

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

  13. Notify User in Note

    82 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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  14. E-mail notifications for comments on existing notes

    388 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 
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    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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