Kay Williams

← Customer Feedback for Redtail Technology

My feedback

67 results found

  1. Opportunities on RT Calendar

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

  2. Full date display for activities

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

  3. Add the option to have alerts / push notifications sent directly to the device

    414 votes
    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
    How important is this to you?

  4. Ability to send broadcast email as the advisor

    103 votes
    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?

  5. Make it possible to change a client's next review date without changing first review date!

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

  6. Searching Departments in Business Records

    185 votes
    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?

  7. Assiging multiple users to a task/activity

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

  8. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

  9. 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?

  10. 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

    425 votes
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kay Williams supported this idea  · 

  11. Display memberships on the front page of the contact record.

    431 votes
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?

  12. Please add Memberships to the Profile Form

    146 votes
    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?

  13. Pin a note at the same time you create it

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

  14. RMD Ages in Contact Information

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

  15. Portfolio Reporting

    300 votes
    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Kay Williams supported this idea  · 

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

    736 votes
    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kay Williams supported this idea  · 

  17. Opportunities should have at least 3 date fields

    138 votes
    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?

  18. complete activities from calendar view

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

  19. adding multiple contacts to an activity

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

  20. Add Opportunity Notes to Linked Contacts

    149 votes
    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
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