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Susan Dawson

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

    137 votes
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    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Susan Dawson supported this idea  · 

  2. Full Integration with Schedule Once

    29 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Susan Dawson supported this idea  · 

  3. Automatically Create and Email Reports to User in Recurring Schedule

    65 votes
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    10 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Susan Dawson commented  · 

    Ability to set up recurring reports for specific time range (Ex. Activity by contact, specific category, for certain time frame - previous 2 months and 1 month in future as compared to today's date).

    Susan Dawson supported this idea  · 

  4. Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    189 votes
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    23 comments  ·  Redtail Imaging » Other  ·  Admin →
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    Susan Dawson commented  · 

    All individual user to set their time preference for how long Imaging stays open just as in CRM.

    Susan Dawson supported this idea  · 

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