Janelle Largent

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Run a Notes report with select notes only

    69 votes
    5 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

  2. When searching text in notes, search comments as well.

    103 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
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    Janelle Largent commented  · 

    Make the Comments of Notes searchable text like the Notes are currently

    Janelle Largent supported this idea  · 

  3. Make ALL Fields Searchable in the Advanced Search

    218 votes
    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Janelle Largent supported this idea  · 

  4. Advanced Search always available

    53 votes
    3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Janelle Largent supported this idea  · 

  5. Customize Personal Profile Form

    471 votes
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Janelle Largent supported this idea  · 

  6. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

  7. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Janelle Largent supported this idea  · 

  8. add mobile phone as a field in mail merge

    59 votes
    4 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Janelle Largent supported this idea  · 

  9. Display memberships on the front page of the contact record.

    431 votes
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    Janelle Largent supported this idea  · 

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