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← Customer Feedback for Redtail Technology

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54 results found

  1. Warning for unsaved changes

    58 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Georgia supported this idea  · 

  2. Add the option to have alerts / push notifications sent directly to the device

    411 votes
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    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Georgia supported this idea  · 

  3. Opportunities on RT Calendar

    66 votes
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    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Georgia supported this idea  · 

  4. Create Followup Opportunities from Notes

    35 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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    Georgia supported this idea  · 

  5. Account UDFs Group Packages

    41 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Georgia supported this idea  · 

  6. Account Information

    25 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Georgia supported this idea  · 

  7. 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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    Georgia supported this idea  · 

  8. QuickAdd for Accounts

    9 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Georgia supported this idea  · 

  9. Contacts > Accounts > Display Account Title/Name

    41 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

    Georgia supported this idea  · 

  10. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Georgia supported this idea  · 

  11. account list details

    9 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Georgia supported this idea  · 

  12. Add ability to customize more lists on account level

    9 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Georgia supported this idea  · 

  13. More options to link accounts to multiple contacts

    23 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Georgia supported this idea  · 

  14. Householding accounts

    53 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Georgia supported this idea  · 

  15. Mail Merge Letter with an auto command for an account number

    19 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Georgia supported this idea  · 

  16. alphabetize information in any column from within a searched list

    20 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Georgia supported this idea  · 

  17. Deleting Tag Groups Should Be an Admin Function

    27 votes
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    3 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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  18. E-mail notifications for comments on existing notes

    391 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Georgia supported this idea  · 

  19. Husband & Wife as One

    29 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Georgia supported this idea  · 

  20. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Georgia supported this idea  · 
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