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← Customer Feedback for Redtail Technology

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9 results found

  1. Tracking who was Notified in a note

    24 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  2. Adding Deceased's information on Account page for Bene IRA Profile

    33 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  3. Show tagged user in note

    16 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous commented  · 

    This! It would be so useful so people are not doubling up work but yet there are times when more than 1 user needs to be aware!

    Anonymous supported this idea  · 

  4. checklist

    114 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. Link different steps in a workflow to different clients

    22 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  6. @mention for Note User Notification in Alerts Bell

    67 votes
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    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous commented  · 

    This would be a great enhancement feature...not only so someone can't say they didn't know or as a reminder if they forgot, but also if there is a request that includes multiple people, one user will know that another user is aware of the task he/she has to do.

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

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. E-mail notifications for comments on existing notes

    391 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  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

    420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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