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Traci

← Customer Feedback for Redtail Technology

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986 results found

  1. Random Notes in One Place

    6 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Traci supported this idea  · 

  2. copy note

    26 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. Add account number field when creating an activity

    8 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Traci supported this idea  · 

  4. Install a pop up option

    32 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Traci supported this idea  · 

  5. It is not necessary to create a new empty record for every name we put in the "employer" field for our clients.

    10 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Traci supported this idea  · 

  6. Default the font of choice

    9 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Traci supported this idea  · 

  7. add client date of birth on mobile devices

    4 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Traci supported this idea  · 

  8. Clone account

    19 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Traci supported this idea  · 

  9. Adjust Filter Settings

    7 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Traci supported this idea  · 

  10. update seminar tab

    9 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Traci supported this idea  · 

  11. banner at the top of the client's page

    16 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Traci supported this idea  · 

  12. Add social media profile columns to the Excel import template

    7 votes
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Traci supported this idea  · 

  13. Workflows Tasks start anytime

    9 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 

  14. templates in app

    9 votes
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Traci supported this idea  · 

  15. created by in reports

    6 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Traci supported this idea  · 

  16. Automation condition based on "activity Template"

    37 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci commented  · 

    This is very much needed and has been suggested before among with many other automation requests with no progress or communication!

    Traci supported this idea  · 

  17. Detailed Activity Template

    12 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  18. Can User Defined Fields Automatically Show Up On A New Contact Page

    10 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Traci supported this idea  · 

  19. Compliance Reporting

    4 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Traci supported this idea  · 

  20. allow more than one primary contact email to receive alerts and information from Redtail

    5 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Traci supported this idea  · 
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