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Jim M

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. Notes - Click Button to Add to Household

    119 votes
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    7 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Jim M supported this idea  · 

  2. Contact information for spouse - Would like button to automatically update/add contact information to spouse or other contact in a household

    82 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jim M supported this idea  · 

  3. I need additional Mail Merge Fields

    542 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Jim M supported this idea  · 

  4. Improve contact search.

    100 votes
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    3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Jim M commented  · 

    I fail to understand why the app behaves like that when searching for people by name, but when trying to discriminate by name, as in the case of the duplicate name report, it ignores the middle name, and returns unnecessary data, cluttering up the report.

    Jim M supported this idea  · 

  5. Show note comments on timeline

    325 votes
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    9 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Jim M supported this idea  · 

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

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jim M commented  · 

    And while you're at it, add the ability to select multiple contacts from the dropdown list of "Linked Contacts" in "Add Activity"!

    Jim M supported this idea  · 

  7. Filter indiviual advisor's client's birthday reminders.

    128 votes
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    11 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Jim M supported this idea  · 

  8. Make the full name including suffix show on the calendar.

    120 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Jim M supported this idea  · 

  9. Calandar: Monthly View "At a Glance"

    99 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Jim M supported this idea  · 

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

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Jim M supported this idea  · 

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

    409 votes
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    19 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Jim M supported this idea  · 

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