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← Customer Feedback for Redtail Technology

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19 results found

  1. link contact to note after note is posted

    38 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  2. Link a Contact to a note after it has been Created

    34 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  3. Filter Contact Report by Tag Group

    2 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  4. Enhance text search capabilities (Exact Phrase and Exclude Term)

    3 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  5. When searching text in notes, search comments as well.

    103 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  6. Link email to notes/activities

    657 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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  7. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  8. Option to automatically rollover activity

    1,246 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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  9. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,278 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  10. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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  11. assign recurring activity for the last monday of month

    12 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  12. link an existing note to an existing activity

    96 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  13. Link existing document to an activity or note.

    38 votes
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    2 comments  ·  Redtail CRM » Documents  ·  Admin →
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  14. link note to email

    19 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  15. Mask PII (SSN, DOB, account numbers) from certain users

    27 votes
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    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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  16. Automation Trigger Event: Client Age

    96 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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  17. Direct Zoom Integration with Redtail CRM

    52 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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  18. Advanced Search Contact Status Operand - Please add "Contains" it will make searching SOO much easier

    26 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  19. Age Based Triggers

    873 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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