Emily Dibbens

← Customer Feedback for Redtail Technology

My feedback

13 results found

  1. Switching Family Head

    36 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Emily Dibbens supported this idea  · 

  2. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Emily Dibbens commented  · 

    I cannot believe that in 7 years you haven't seen the value of this idea. Obviously this would be easier than manually moving them over every single day. Please review and put into motion!

  3. Removal of Tag Groups(Bulk Options)

    58 votes
    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Emily Dibbens supported this idea  · 

  4. Arrange All Day Activities

    76 votes
    8 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Emily Dibbens commented  · 

    Don't know if you have tried this, but in each activity you can not only choose an importance level from the drop down but also a "Priority" number from the drop down. (1-6) You could assign priority numbers? When you do, the number shows on the calendar without even having to hover over it. Hope this helps!

  5. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  6. Location on Calendar

    84 votes
    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Emily Dibbens commented  · 

    Please fix!

    Emily Dibbens supported this idea  · 

  7. complete activities from calendar view

    110 votes
    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Emily Dibbens commented  · 

    I would like to complete or reschedule an activity from the Calendar without having to click into the entire activity. Would be nice to be able to right click and complete or have a drop down list on each activity or something quicker.

    Emily Dibbens supported this idea  · 

  8. Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    189 votes
    23 comments  ·  Redtail Imaging » Other  ·  Admin →
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    Emily Dibbens supported this idea  · 

  9. Risk tolerance options in Redtail Tailwag

    153 votes
    9 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Emily Dibbens supported this idea  · 

  10. Documents

    192 votes
    18 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Emily Dibbens 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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    Emily Dibbens supported this idea  · 
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    Emily Dibbens commented  · 

    Agree! When you want to do a quick add of an activity- it used to bring up the whole thing with every option. Now you have to put in a few bits of information and then hit create and edit? We always put in as much information as possible so others in our office don't have to guess about anything. This is just an extra unnecessary step.

  12. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    242 votes
    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Emily Dibbens supported this idea  · 

  13. Preview documents

    56 votes
    2 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Emily Dibbens supported this idea  · 

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