Traci

← Customer Feedback for Redtail Technology

My feedback

423 results found

  1. combine note

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

  2. Outlook Add-in

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

  3. From app add more than 1 contact to a note

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

  4. Please provide unlimited trigger options

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

  5. Family Tree Mapping

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

  6. Phonetic Spelling/Pronunciation Field

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

  7. Divorced Couples with Children

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

  8. Add Keywords/Tags to Activities

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

  9. email reporting

    238 votes
    10 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  10. notes and document attachment in workflow

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

  11. Please add Preferred Email and Phone# as options on the Custom Export Template

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

  12. written agreement area be editable

    13 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Traci supported this idea  · 

  13. checkbox

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

  14. udf

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

  15. Click and Drag Activity to a Trash can

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

  16. SYNC Calendar with Microsoft Exchange

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

  17. workflow report bulk actions

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

  18. add an "as of date" to estimated net worth- this changes!!!

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

  19. trigger events

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

  20. Notify User

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