Traci

← Customer Feedback for Redtail Technology

My feedback

423 results found

  1. Uncomplete Workflow tasks

    86 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  2. comment on completed Workflow steps

    11 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  3. Add Workflow Task Notes

    33 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  4. Automatic Spouse Contact Record Should Inherit Permissions

    19 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  5. Custom Export needs to Include ALL Profile Information- why makes us wait years for this???!!!

    11 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Traci shared this idea  · 

  6. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    93 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  7. CRS

    23 votes
    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  8. Family tree

    89 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  9. Allow for chosing colored text in activities and notes, and provide spellcheck.

    22 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  10. Hide Default Categories (AGAIN)

    33 votes
    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  11. Imaging Permissions

    49 votes
    9 comments  ·  Redtail Imaging  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  12. Client Review Reminder by Months

    12 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  13. Personal Profile

    19 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  14. Family names

    36 votes
    0 comments  ·  Redtail CRM » Other  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  15. Invite multiple clients at once to Speak

    32 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  16. workflow outcome description template

    20 votes
    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  17. Written Agreements Review Addtions

    23 votes
    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  18. link workflow task to activity

    43 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  19. workflow filter

    23 votes
    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  20. Link ALL accounts to an activity with one click

    27 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 
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