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Traci

← Customer Feedback for Redtail Technology

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408 results found

  1. We are new to Redtail but would greatly appreciate a Calendly integration

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

  2. Calendly Integration

    38 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Traci supported this idea  · 

  3. past due activities view should be default view

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

  4. search bar

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

  5. Color Options in NOTES

    52 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Traci supported this idea  · 

  6. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Traci commented  · 

    It has been 10 years since this suggestion was posted, over 1 year since Redtail acknowledged it, received over 1K votes and over 40 comments from users begging for it, and yet still NOTHING! WHY??

    Traci supported this idea  · 

  7. Make Albridge downloads more detailed; they are too basic.

    43 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

    Traci supported this idea  · 

  8. Albridge feed

    23 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

    Traci supported this idea  · 

  9. Save Before Closing Warning

    30 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Traci supported this idea  · 

  10. put date on all notes and activities not "today"

    40 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Traci supported this idea  · 

  11. Outlook 365 Integration

    72 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    Traci supported this idea  · 

  12. Copy WealthBox with interface, intuitiveness and outlook integration

    13 votes
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    2 comments  ·  Redtail CRM » Artificial Intelligence  ·  Admin →
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    Traci commented  · 

    YES, PLEASE

    Traci supported this idea  · 

  13. Sort Opportunities

    24 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Traci supported this idea  · 

  14. Import Tool

    21 votes
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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Traci supported this idea  · 

  15. Ability for team members to see when someone is working on a task

    41 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 

  16. browser tabs

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

  17. Add Contact Roles as options for Custom Exports

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

  18. Option to allow steps to be active/triggered on the date they are due regardless if the previous step completed

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

  19. Make shared contact card information more apparent

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

  20. Allow activities to automatically roll forward every day

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