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← Customer Feedback for Redtail Technology

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19 results found

  1. Add "Additional Linked Contacts" field to Activity Templates, Note Templates & Workflow Templates.

    3 votes
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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  2. link contact to note after note is posted

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

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

    2 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  5. 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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  6. When searching text in notes, search comments as well.

    103 votes
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    10 comments  ·  Redtail CRM » Notes  ·  Admin →
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  7. Automations: Make the Know your Client Review Date a Trigger Event

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

    1,261 votes
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    50 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

    1,855 votes
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    131 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

    1,407 votes
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    71 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

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

    47 votes
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    3 comments  ·  Redtail CRM » Documents  ·  Admin →
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  14. link note to email

    22 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

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

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

    55 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

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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