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Traci

← Customer Feedback for Redtail Technology

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986 results found

  1. Print Work Flow Template

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

  2. PDF Orientation in Portrait or Landscape

    211 votes
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    29 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  3. activities by contact report

    12 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  4. Option to view all activities

    383 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. Customize Personal Profile Form

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

  6. Open Activities from Today screen - order of Past Due

    279 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. Enable/Disable Birthday Reminder

    48 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  8. Searching Departments in Business Records

    182 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Traci supported this idea  · 

  9. Add Rate Class field for ALL life insurance types

    51 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Traci supported this idea  · 

  10. Please fix past due tasks to show on contact page again (Twelve month window).

    82 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Traci supported this idea  · 

  11. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Traci supported this idea  · 

  12. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 

  13. UDFs should be able to be used in the advanced search feature.

    409 votes
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    19 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Traci supported this idea  · 

  14. Automation based on UDFs/Dates

    39 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  15. Changes to UDFs push notifications to a user

    1 vote
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  16. Trying to add a linked account to an activity

    7 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  17. Task list

    102 votes
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    5 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  18. Automation templates & recurring workflows

    529 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci supported this idea  · 

  19. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  20. Notification when ID expires

    114 votes
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    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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