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Traci

← Customer Feedback for Redtail Technology

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423 results found

  1. Add a time stamp to activities

    59 votes
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    5 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  · 

  2. 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  · 

  3. link an existing note to an existing activity

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

  4. Bulk Complete Workflow

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

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

    925 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  · 

  6. 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  · 

  7. 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  · 

  8. Add Opportunities as an Automation Trigger Event

    29 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Traci supported this idea  · 

  9. add a plug in for outlook so you can save emails to the client's redtail contact

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

  10. Customizing Accounts Bar

    15 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Traci supported this idea  · 

  11. SPEAK feature would be even better if I can text two or more people at the same time, as clients who are hus/wife want same communication

    37 votes
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    1 comment  ·  Redtail Speak » Contacts  ·  Admin →
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    Traci supported this idea  · 

  12. It would be very useful to be able to message a team of users

    19 votes
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    1 comment  ·  Redtail Speak » Bulk Actions  ·  Admin →
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    Traci supported this idea  · 

  13. Speak phone numbers for each user & Live Chat feature for website

    18 votes
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    3 comments  ·  Redtail Speak » Notifications  ·  Admin →
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    Traci supported this idea  · 

  14. RMD Ages in Contact Information

    78 votes
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    7 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Traci supported this idea  · 

  15. Calendly Integration

    201 votes
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    11 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Traci supported this idea  · 

  16. Billable Time Tracking

    380 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Traci supported this idea  · 

  17. Timer

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

  18. Client Review Revamp!!

    63 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Traci shared this idea  · 

  19. Expand automation options!!!!

    41 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci shared this idea  · 

  20. Add a 'Contact Category Change' Trigger Event for Automations

    197 votes
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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci supported this idea  · 
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