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Barbara

← Customer Feedback for Redtail Technology

My feedback

37 results found

  1. Ability to change color for different priorities for tasks

    12 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Barbara supported this idea  · 

  2. Calendy type of feature for client to easily get on our calendar for a digital meeting

    14 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Barbara supported this idea  · 

  3. alphabetize information in any column from within a searched list

    20 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Barbara commented  · 

    Can I add 10,000 votes to this suggestion????? This is a STANDARD feature in almost every report that can be run. Why not here?

    Barbara supported this idea  · 

  4. When linking a contact, let us search BOTH the first AND last name

    25 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Barbara supported this idea  · 

  5. client search improvements

    19 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Barbara supported this idea  · 

  6. Offer editable Reports in .pdf!

    22 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Barbara supported this idea  · 

  7. Please make All Account fields available on Custom Export Templates

    70 votes
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    4 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Barbara supported this idea  · 

  8. need all fields available to select from for custom reporting

    901 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Barbara supported this idea  · 

  9. custom reports

    29 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Barbara supported this idea  · 

  10. UDF Filter

    9 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Barbara supported this idea  · 

  11. Export Option for Preferred Contact Info

    15 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Barbara supported this idea  · 

  12. Make custom reports/exports easier to access

    59 votes
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    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Barbara supported this idea  · 

  13. custom export udf

    42 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Barbara supported this idea  · 

  14. Link child/grandchild with Head of Household

    11 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Barbara supported this idea  · 

  15. Opportunity Tracker: Bulk Actions

    38 votes
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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Barbara supported this idea  · 

  16. add a workflow to bulk actions

    136 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Barbara supported this idea  · 

  17. Bulk Action in Reports

    12 votes
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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Barbara supported this idea  · 

  18. Merge contacts by showing the records side-by-side and allowing the user to select the data they wish to keep

    13 votes
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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Barbara supported this idea  · 

  19. Removal of Tag Groups(Bulk Options)

    48 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Barbara supported this idea  · 

  20. Incorporate a more flexible report writing function. Allowing users to created detailed reports.

    18 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Barbara supported this idea  · 
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