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Heath Echols

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Ability to Re-Organize Menu

    38 votes
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    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Heath Echols supported this idea  · 

  2. Red is a distressing color, please allow alternative colors like blue.

    21 votes
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    3 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Heath Echols commented  · 

    Our CRM should fit our company's brand....not yours.

    Heath Echols supported this idea  · 

  3. Hide Default Categories (AGAIN)

    30 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Heath Echols supported this idea  · 

  4. Manage Database List

    16 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Heath Echols supported this idea  · 

  5. Please give us a way to modify the order of options on the left menu bar.

    22 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Heath Echols commented  · 

    Yes, please. The service team is much more important than Licenses and Recruiting.

    Heath Echols supported this idea  · 

  6. Email Notifications- Activities vs. Notes

    29 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Heath Echols supported this idea  · 

  7. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    81 votes
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    Received  ·  9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Heath Echols commented  · 

    Really hard to believe that this has not been implemented. Bury whatever these are in the Membership/Roles section and bring Advisor, Associate Advisor and CSA to the Contact Details section.

    Heath Echols supported this idea  · 

  8. Bulk Data Uploads/Updates

    21 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Heath Echols commented  · 

    We should be able to upload CSV files ourselves without emailing them in an unsecure way and waiting for it to be processed.

    Heath Echols supported this idea  · 

  9. Add Contact Roles as options for Custom Exports

    27 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Heath Echols shared this idea  · 

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