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S McDaniel

← Customer Feedback for Redtail Technology

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6 results found

  1. Client Goals

    16 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    S McDaniel supported this idea  · 

  2. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  3. To Do List

    91 votes
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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    S McDaniel shared this idea  · 

  4. To do list

    56 votes
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    9 comments  ·  Redtail CRM » Activities  ·  Admin →
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    S McDaniel commented  · 

    Would love to have the ability to have a running to-do list on the Today page for open-ended items. This would be great for those items that are important but don't have a due date. Would also be nice if a priority level could be assigned and if they could be linked to contacts.

  5. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    S McDaniel supported this idea  · 

  6. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    S McDaniel supported this idea  · 

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