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Ashleigh Dennison

← Customer Feedback for Redtail Technology

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9 results found

  1. dark mode

    204 votes
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    6 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Ashleigh Dennison supported this idea  · 

  2. Why are there suddenly "&" symbols at the end of so many notes??? Please remove.

    35 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Ashleigh Dennison supported this idea  · 

  3. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

    47 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Ashleigh Dennison supported this idea  · 

  4. Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.

    31 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Ashleigh Dennison supported this idea  · 

  5. 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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    Ashleigh Dennison supported this idea  · 

  6. When notes addded, be able to select to post under different user (advisor)

    7 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Ashleigh Dennison supported this idea  · 

  7. 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
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Ashleigh Dennison supported this idea  · 

  8. Notes

    143 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  9. Automatically update Marital Status to Married if attached as a spouse

    86 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Ashleigh Dennison supported this idea  · 

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