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Anonymous

← Customer Feedback for Redtail Technology

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11 results found

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

    570 votes
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    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.

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

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. Option to automatically rollover activity

    1,239 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  6. Contacts > Notes > Comments Notification

    119 votes
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    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  7. Customize Email viewing permissions

    494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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  8. Add activities to left menu bar

    115 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  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
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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  10. Notify User in Note

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

    394 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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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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