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Kay Williams

← Customer Feedback for Redtail Technology

My feedback

63 results found

  1. Allow Tasks to be moved between workflow Steps

    609 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kay Williams supported this idea  · 

  2. Trusted Contact

    200 votes
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    16 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kay Williams supported this idea  · 

  3. Notify User in Note

    91 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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  4. emotional status of interactions

    23 votes
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    0 comments  ·  Redtail CRM » Artificial Intelligence  ·  Admin →
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  5. Option to view all activities

    393 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. date and timestamp for activity notes/descrition

    85 votes
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    5 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. Print Full Activity Details, Including Linked Notes

    27 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  8. **Please don't classify activities as past due until after the end date**

    106 votes
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    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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  9. Option to automatically rollover activity

    1,264 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kay Williams supported this idea  · 

  10. RMD Value & Information section

    1,990 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  11. Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page

    20 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  12. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,413 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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  13. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,858 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  14. Bulk Printing of Confidential Personal Profile

    31 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  15. Activities saved as draft

    335 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  16. Show the Details of the Actions done on the Timeline

    251 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  17. Create an Activity from the Opportunity Tracker

    275 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  18. Gift Log

    42 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  19. Sort Columns in Account View

    18 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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  20. Opportunities on RT Calendar

    72 votes
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    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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