Rick McCallister

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41 results found

  1. Change First Review to Last Review under Client Review

    457 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  2. Edit Notes

    166 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  3. Audit History for Editing Notes

    9 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  4. Please add ability to edit notes

    26 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  5. Can comments become bolded and change to another color once a comment is added, perhaps RED?

    13 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  6. Show Comments in the Notes

    20 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  7. Option to view all activities

    389 votes
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  8. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  9. Autogenerated fields based on age criteria

    38 votes
    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  10. checklist

    117 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  11. UDF Report: More Filters

    7 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Rick McCallister shared this idea  · 

  12. notes comments should be viewable on the notes screen without having to click on them

    50 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  13. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    197 votes
    4 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  14. View activities by household

    28 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  15. Add more fields under beneficiaries

    495 votes
    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  16. Add Latest CRS Delivery to the Know Your Client Tab

    78 votes
    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  17. Documents

    192 votes
    18 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  18. DST Vision Integration

    110 votes
    6 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  19. Meeting Agenda's

    134 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

  20. Make a "this was a client review" check box in notes and activities

    107 votes
    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 
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