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Kay Williams

← Customer Feedback for Redtail Technology

My feedback

63 results found

  1. Full date display for activities

    62 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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  2. Ability to send broadcast email as the advisor

    106 votes
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    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  3. Searching Departments in Business Records

    189 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  4. Assiging multiple users to a task/activity

    31 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  5. Outcome of one workflow feed into another workflow

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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  6. When creating new activity, give users the option to make the "more details page" the default.

    803 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kay Williams supported this idea  · 

  8. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  9. Pin a note at the same time you create it

    57 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  10. RMD Ages in Contact Information

    80 votes
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    7 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  11. Portfolio Reporting

    303 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Kay Williams supported this idea  · 

  12. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kay Williams supported this idea  · 

  13. Opportunities should have at least 3 date fields

    138 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  14. complete activities from calendar view

    110 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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  15. adding multiple contacts to an activity

    138 votes
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    13 comments  ·  Redtail CRM » Activities  ·  Admin →
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  16. Add Opportunity Notes to Linked Contacts

    155 votes
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    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  17. default values for every field

    104 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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  18. E-mail notifications for comments on existing notes

    398 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  19. Show note comments on timeline

    334 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  20. Open Activities from Today screen - order of Past Due

    285 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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