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Rick McCallister

← Customer Feedback for Redtail Technology

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63 results found

  1. Audit History for Editing Notes

    9 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rick McCallister supported this idea  · 

  2. Please add ability to edit notes

    23 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rick McCallister supported this idea  · 

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

    13 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rick McCallister supported this idea  · 

  4. Show Comments in the Notes

    20 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rick McCallister supported this idea  · 

  5. Option to view all activities

    377 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rick McCallister supported this idea  · 

  6. Link email to notes/activities

    617 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Rick McCallister supported this idea  · 

  7. Autogenerated fields based on age criteria

    32 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Rick McCallister supported this idea  · 

  8. checklist

    102 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rick McCallister supported this idea  · 

  9. UDF Report: More Filters

    1 vote
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Rick McCallister shared this idea  · 

  10. Duplicate email in Email History

    68 votes
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    5 comments  ·  Redtail CRM » Email  ·  Admin →
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    Rick McCallister commented  · 

    It's been almost 4 years now. This seriously clogs up a client's email history and makes Redtail harder to use.

    Rick McCallister supported this idea  · 

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

    44 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Rick McCallister supported this idea  · 

  12. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

    138 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rick McCallister supported this idea  · 

  13. Restore full note view to inlude the full note, start date and complete date.

    174 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rick McCallister supported this idea  · 

  14. 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.

    194 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rick McCallister supported this idea  · 

  15. View activities by household

    24 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rick McCallister supported this idea  · 

  16. Add more fields under beneficiaries

    465 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Rick McCallister supported this idea  · 

  17. get rid of tiny scroll box after searching for a contact

    36 votes
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    3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Rick McCallister supported this idea  · 

  18. The ability to edit a note for 24 hours after creation

    48 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rick McCallister commented  · 

    Anything, please, it would be nice to be able to correct a typo.

    It would also be nice to have an Addendum. You could date stamp the addendum for compliance, but would make it lots easier to keep things organized. Sort of like comments, except the comments field is somewhat hidden making unuseful for that purpose.

    Rick McCallister supported this idea  · 

  19. favorites

    73 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Rick McCallister supported this idea  · 

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

    72 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Rick McCallister supported this idea  · 
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