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Traci

← Customer Feedback for Redtail Technology

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423 results found

  1. Be able to add a linked note after an activity is completed

    18 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Traci supported this idea  · 

  2. Redtail Imaging

    6 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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    Traci supported this idea  · 

  3. Under Workflow Steps - Where the "Mail Merge" Option is, there should be an "E-Mail Merge" as an option

    28 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 

  4. Schedule or Send Email Later Option

    32 votes
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    4 comments  ·  Redtail CRM » Email  ·  Admin →
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    Traci supported this idea  · 

  5. Attach Documets to Email Templates

    73 votes
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    3 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Traci supported this idea  · 

  6. Report for insurance premiums due

    14 votes
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    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Traci supported this idea  · 

  7. color code workflow

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

  8. Generating the next step/task in a workflow.....

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

  9. customize today page

    53 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Traci supported this idea  · 

  10. Last Client Contact Report

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

  11. Broadcast Email Font capabilities

    20 votes
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    1 comment  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Traci supported this idea  · 

  12. Form CRS Tracking at the Contact Level instead of Account Level

    54 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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    Traci supported this idea  · 

  13. linking documents

    85 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Traci supported this idea  · 

  14. Remove Closed Accounts from Reporting Under Account Type

    72 votes
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    11 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Traci commented  · 

    I 2nd Chuck Vercellone frustration. Decisions move faster through Congress than they do here!

    Traci supported this idea  · 

  15. Email attachment from imaging

    72 votes
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    9 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Traci supported this idea  · 

  16. notifications within opportunities

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

  17. Automation

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

  18. be able to HTML email code.

    13 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Traci supported this idea  · 

  19. Under "Open Activities" Please add a column for the date the activity was made

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

  20. RE: Next Review Date. Please enable us to put a future date not based on any previous review date and put it back to the way it used to be.

    19 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Traci supported this idea  · 
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