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← Customer Feedback for Redtail Technology

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9 results found

  1. Popup alert or notification to confirm when you drag a calendar event

    81 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous commented  · 

    Original Poster here! I have tested it a few more times, and sometimes it does show up in the Timeline, but sometimes it does not.
    I cannot find a setting that enables a popup, but that would be nice if they could implement one! Plz enlighten me if I am missing it.

    Anonymous shared this idea  · 

  2. completed appointments

    16 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  3. Show note comments on timeline

    325 votes
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    9 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Anonymous supported this idea  · 

  4. 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

    414 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  5. E-mail notifications for comments on existing notes

    388 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 

  6. Assets/Liabilities/Income

    24 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous commented  · 

    Yes!

    Anonymous supported this idea  · 
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    Anonymous commented  · 

    YES PLEASE

  7. PDF Orientation in Portrait or Landscape

    211 votes
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    29 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous commented  · 

    Be able to customize how your calendar prints, just like you're able to customize your online calendar view settings. Examples: landscape/portrait, room for notes, size of font, what to show in each appt. block when printing, etc.
    Right now when I print the calendar the appts are half blocks instead of full blocks like they used to be, & it would nice to have the option to change that.

    Anonymous supported this idea  · 

  8. Documents

    189 votes
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    18 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Anonymous commented  · 

    This would be extremely helpful!! Please implement asap.

    Anonymous supported this idea  · 

  9. Search clients/prospects based on distance from a specific address or zipcode

    6 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous shared this idea  · 

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