Skip to content

Heath Echols

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Ability to Re-Organize Menu

    44 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Heath Echols supported this idea  · 

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

    24 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Heath Echols commented  · 

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

    Heath Echols supported this idea  · 

  3. Hide Default Categories (AGAIN)

    36 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Heath Echols supported this idea  · 

  4. Manage Database List

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Heath Echols supported this idea  · 

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

    22 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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

    38 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Heath Echols supported this idea  · 

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

    93 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Received  ·  10 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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

    33 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Heath Echols shared this idea  · 

Feedback and Knowledge Base

(thinking…)