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Traci

← Customer Feedback for Redtail Technology

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408 results found

  1. Zoom Phone Integration

    50 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Traci supported this idea  · 

  2. Add "Start Date" and "Date Previous Step Completed" as Step Due Anchors

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

  3. While RT "Speak" is useful for public forum discussion, offering collaborative functionality through "Private Team Rooms" would be great.

    13 votes
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    0 comments  ·  Redtail Speak  ·  Admin →
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    Traci supported this idea  · 

  4. life Insurance Information

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

  5. Personal Profile Form

    52 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Traci supported this idea  · 

  6. Additional family options (not in the 'Membership' page)

    79 votes
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    6 comments  ·  Redtail CRM » Family  ·  Admin →
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    Traci supported this idea  · 

  7. Link Multiple Contacts at once in Imaging

    60 votes
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    2 comments  ·  Redtail Imaging  ·  Admin →
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    Traci supported this idea  · 

  8. Add activities to left menu bar

    118 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Traci supported this idea  · 

  9. Automation Triigger for Closed Accounts

    33 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci supported this idea  · 

  10. Would like to have date on UDF updated when activity is completed, e.g., "Last Review Date" updates when "Review" activity is completed.

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

  11. Connect Activities & Notes to an Opportunity

    66 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Traci supported this idea  · 

  12. From Workflow to Workflow

    93 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci supported this idea  · 

  13. Make a "this was a client review" check box in notes and activities

    110 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Traci supported this idea  · 

  14. Add a time stamp to activities

    74 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Traci commented  · 

    Seems like a simple coding fix that could bring daily convenience to many users!

    Traci supported this idea  · 

  15. Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.

    54 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Traci supported this idea  · 

  16. link an existing note to an existing activity

    108 votes
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    10 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Traci supported this idea  · 

  17. Bulk Complete Workflow

    60 votes
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    5 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 

  18. need all fields available to select from for custom reporting

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Traci commented  · 

    Going on 2.5 years since this suggestion and was presented and over 800 votes...and stil no progress.........

    Traci supported this idea  · 

  19. Add the "Is Head of Household" field to Custom Export Template

    22 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Traci supported this idea  · 

  20. Custom export template family relationship

    13 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Traci supported this idea  · 
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