Rick McCallister

← Customer Feedback for Redtail Technology

My feedback

41 results found

  1. E-mail notifications for comments on existing notes

    394 votes
    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Rick McCallister supported this idea  · 

  2. Contacts > Notes > Comments Notification

    119 votes
    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Rick McCallister supported this idea  · 

  3. make comments and linked documents part of the notes search

    34 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Rick McCallister supported this idea  · 

  4. Workflow in main Notes Realtime NOT once Workflow is done

    131 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Rick McCallister supported this idea  · 

  5. Display memberships on the front page of the contact record.

    431 votes
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Rick McCallister supported this idea  · 

  6. Add more Automation Triggers

    73 votes
    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Rick McCallister supported this idea  · 

  7. link an existing note to an existing activity

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

  8. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  9. 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

    425 votes
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Rick McCallister commented  · 

    Threaded notes - it would so helpful to be able to create note threads, kind of like a message board. For example, client calls, we call back, client calls again leaves a more detailed message, etc. If those were all in one thread it would be much easier to follow communication, as opposed to how it is now with multiple separate notes.

    Comments are close, but don't quite capture the concept because they're not searchable and certainly are not very visable that there are even comments made to a note.

    An error occurred while saving the comment
    Rick McCallister commented  · 

    This is a real issue, it is way to easy to overlook comments. Even if they're slow to load, we need an option to have them automatically expand - perhaps in preferences. This would need to be a default at the user level so that they always expand to ensure that comments are not missed.

    At a minimum, a different color, bold, something to make the fact that comments exist stand out.

    Rick McCallister supported this idea  · 
    An error occurred while saving the comment
    Rick McCallister commented  · 

    I was told the comment fields don't display because of speed of loading. Perhaps, but people use this in different ways. I want those comments to be open so I can see them, otherwise is it very easy to miss them. At least give the user an option as to whether comments should be automatically expended or not.

  10. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Rick McCallister supported this idea  · 

  11. When creating new activity, give users the option to make the "more details page" the default.

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rick McCallister supported this idea  · 

  12. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Rick McCallister supported this idea  · 

  13. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Rick McCallister supported this idea  · 

  14. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Rick McCallister supported this idea  · 

  15. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Rick McCallister supported this idea  · 

  16. Show the Details of the Actions done on the Timeline

    249 votes
    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Rick McCallister supported this idea  · 

  17. When searching text in notes, search comments as well.

    103 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rick McCallister supported this idea  · 
    An error occurred while saving the comment
    Rick McCallister commented  · 

    Agree 100%.

  18. Head of Household Display

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

  19. Make it possible to change a client's next review date without changing first review date!

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Rick McCallister supported this idea  · 

  20. UDFs should be able to be used in the advanced search feature.

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