Traci

← Customer Feedback for Redtail Technology

My feedback

423 results found

  1. Retirement date alert

    15 votes
    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  2. Option to choose privacy for activities when creating them

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

  3. Tag group - most recent at the top and on the first page

    12 votes
    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  4. Create an integration with Calendly that will allow for you to create notes in Redtail

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

  5. Calendar Sync

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

  6. Create activity from an email

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

  7. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

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

  8. Activity - "Waiting for" field

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

  9. attach activity to workflow

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

  10. notes comments should be viewable on the notes screen without having to click on them

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

  11. Increased Limit on "Things to do Today"

    13 votes
    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  12. Recurring Activities Options

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

  13. be able to choose multiple categories on an activity

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

  14. Customizable Beneficiary Report

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

  15. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

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

  16. Client Record/Personal Info Automation

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

  17. Activity Template

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

  18. map link

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

  19. Ability to merge Tag Groups

    8 votes
    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  20. need to connect adult children to thier parents, women often have different last names. Hard to find 3 years later.

    19 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 
1 2 3 4 6 8 … 21 22

Feedback and Knowledge Base

(thinking…)