Kelly Schmidt

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Ability to Print Notes by Contact that shows the Comments

    3 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Kelly Schmidt shared this idea  · 

  2. Notes

    30 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kelly Schmidt supported this idea  · 

  3. make comments and linked documents part of the notes search

    34 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Kelly Schmidt supported this idea  · 

  4. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    Kelly Schmidt supported this idea  · 

  5. notes comments should be viewable on the notes screen without having to click on them

    50 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Kelly Schmidt supported this idea  · 

  6. Show Comments in the Notes

    20 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kelly Schmidt 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?
    Kelly Schmidt supported this idea  · 

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