Skip to content

Kelly Qualey

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Notes - Click Button to Add to Household

    122 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    8 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Kelly Qualey commented  · 

    When adding an additional contact to a note, it would be nice if the linked spouse popped up right at the top of the names list, instead of having to scroll for it

    Kelly Qualey supported this idea  · 

  2. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    432 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kelly Qualey supported this idea  · 

Feedback and Knowledge Base

(thinking…)