Kay Williams

← Customer Feedback for Redtail Technology

My feedback

67 results found

  1. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kay Williams supported this idea  · 

  2. Trusted Contact

    189 votes
    15 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Kay Williams supported this idea  · 

  3. Notify User in Note

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

    22 votes
    0 comments  ·  Redtail CRM » Artificial Intelligence  ·  Admin →
    How important is this to you?

  5. Option to view all activities

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

    82 votes
    5 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

  7. Print Full Activity Details, Including Linked Notes

    27 votes
    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
    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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  9. Customize Personal Profile Form

    471 votes
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Kay Williams commented  · 

    The new Confidential Personal Profile form is HORRRRRIBLE.
    1. Poorly organized. We need lines back to visually break the page up.
    2. We need ALL the info in the contact card in there INCLUDING alt phone #s and address that may have a 2nd address line.
    3. We need to be able to edit it without a special Adobe like it was prior to Tailwag. (ex: if i see a client has an exp DL, I deleted it and it left a blank for room to write it in at a review)
    4. Memberships and family need to be on there.
    5. Nick names need to be on there.

    I see several post about this and it is UNRESOLVED.
    Whoever designed it needs to be given the "stinky eye" and told to go back and DO OVER!

    Kay Williams supported this idea  · 

  10. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Kay Williams supported this idea  · 

  11. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  12. Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page

    20 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  13. 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 →
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  14. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  15. Bulk Printing of Confidential Personal Profile

    31 votes
    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

  16. Activities saved as draft

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

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

    272 votes
    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  19. Gift Log

    42 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

  20. Sort Columns in Account View

    18 votes
    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
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