Jim M

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Notes - Click Button to Add to Household

    119 votes
    7 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Jim M supported this idea  · 

  2. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Jim M supported this idea  · 

  3. Improve contact search.

    108 votes
    4 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    An error occurred while saving the comment
    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  · 

  4. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    Jim M supported this idea  · 

  5. 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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    An error occurred while saving the comment
    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  · 

  6. 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 →
    How important is this to you?
    Jim M supported this idea  · 

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

    426 votes
    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Jim M supported this idea  · 

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