Leo O'Connor Jr

← Customer Feedback for Redtail Technology

My feedback

113 results found

  1. Assign Activity to Team

    173 votes
    11 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Leo O'Connor Jr commented  · 

    Should be able to assign to a team as well as a role. If I am putting an action out for 5 years I don't want to assign it to whoever is our current client service person but to whoever that happens to be in 5 years.

  2. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Leo O'Connor Jr commented  · 

    This would be awesome if it created a task for us to schedule the meeting. Now if only automations could create activities too...

    Leo O'Connor Jr supported this idea  · 

  3. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Leo O'Connor Jr supported this idea  · 

  4. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

    45 votes
    1 comment  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Leo O'Connor Jr supported this idea  · 

  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Leo O'Connor Jr supported this idea  · 

  6. When creating new activity, give users the option to make the "more details page" the default.

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Leo O'Connor Jr supported this idea  · 

  7. need all fields available to select from for custom reporting

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Leo O'Connor Jr supported this idea  · 

  8. Add ability to customize more lists on account level

    12 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Leo O'Connor Jr shared this idea  · 

  9. Please make All Account fields available on Custom Export Templates

    76 votes
    5 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Leo O'Connor Jr supported this idea  · 

  10. conference room availability

    108 votes
    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Leo O'Connor Jr shared this idea  · 

  11. Automations: Change of Contact Status TO Create/Update Contact Tag Group

    45 votes
    3 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Leo O'Connor Jr supported this idea  · 

  12. Add Contact Name to Notification Subject Line

    90 votes
    12 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Leo O'Connor Jr supported this idea  · 

  13. Albridge Feed Missing Company Name and Registration Type

    184 votes
    19 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Leo O'Connor Jr supported this idea  · 

  14. Automation based on UDFs/Dates

    39 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Leo O'Connor Jr supported this idea  · 

  15. Team Notice Acknowledgement

    17 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Leo O'Connor Jr shared this idea  · 

  16. make the advanced search options editable like they used to be

    12 votes
    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Leo O'Connor Jr commented  · 

    Exactly!!! Still an issue!

    Leo O'Connor Jr supported this idea  · 

  17. Activity Notes Linked to Account

    36 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Leo O'Connor Jr supported this idea  · 

  18. table editing

    22 votes
    3 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Leo O'Connor Jr shared this idea  · 

  19. Notes

    50 votes
    2 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Leo O'Connor Jr supported this idea  · 

  20. Workflow - Linked Accounts

    125 votes
    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Leo O'Connor Jr commented  · 

    I have workflows that trigger when new accounts are added to the system. I'd appreciate if that account number was included in the workflow it triggered.

    PS - would also like triggers based on new account types (but currently, by the time you add a proper account type, the account is no longer new. maybe let us put in a description before linking?)

    Leo O'Connor Jr supported this idea  · 
1 2 3 5

Feedback and Knowledge Base

(thinking…)