Traci

← Customer Feedback for Redtail Technology

My feedback

423 results found

  1. activity

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

  2. Tasks in Redtail

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

  3. License Tracking

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

  4. CUSTOM EXPORT TEMPLATE

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

  5. cc

    14 votes
    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  6. View past due Workflow activities / Roll forward past due Workflow Activities

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

  7. Add pinned notes to Latest Notes screen.

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

  8. Household/Family

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

  9. Workflow Template Filter Option

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

  10. Allow to notify when putting notes into a task from the calendar

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

  11. automated task creation

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

  12. Head of Household indicated in contact main profile

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

  13. Search for nearby clients list or map view

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

  14. Contacts > Notes > Comments Notification

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

  15. Notify User in Note

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

  16. Add Timestamp Shortcut

    30 votes
    3 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Traci commented  · 

    I have been asking for this for 3 years... sure would be nice!!

    Traci supported this idea  · 

  17. Mark Activity Incomplete or Canceled

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

  18. When adding a note to a client, it would be helpful if there was a prompt to link the note to their spouse.

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

  19. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

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

  20. CRM documents to Imaging documents

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