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← Customer Feedback for Redtail Technology

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41 results found

  1. Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page

    20 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Kaila supported this idea  · 

  2. Notes - Click Button to Add to Household

    122 votes
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    8 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. Automated Scheduler Integration for Calendar

    9 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  4. The ability to remove the PERSONAL PRONOUNS field in the Personal Profile form.

    12 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kaila commented  · 

    It is MUCH more embarrassing to call someone by the wrong pronoun than it is to ignore an empty field in the contact view.

  5. Add Types of Accounts (Insurance/Investment)

    21 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Kaila supported this idea  · 

  6. adult children

    110 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Kaila supported this idea  · 

  7. Edit Notes

    174 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kaila supported this idea  · 

  8. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    233 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kaila supported this idea  · 

  9. The Today Button on the calendar is gone

    3 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kaila shared this idea  · 

  10. nickname

    129 votes
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    7 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Kaila supported this idea  · 

  11. Please give us more recurring scheduling options

    19 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  12. Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

    137 votes
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    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kaila supported this idea  · 

  13. Scheduling & Confirmations

    154 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Kaila supported this idea  · 

  14. Redtail Scheduling

    54 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Kaila supported this idea  · 

  15. Appointment Scheduling Software

    67 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kaila supported this idea  · 

  16. scheduling

    57 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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    Kaila supported this idea  · 

  17. workflow trigger opportunity

    7 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Kaila shared this idea  · 

  18. Add documents to workflows!

    619 votes
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    32 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  19. Option to allow steps to be active/triggered on the date they are due regardless if the previous step completed

    16 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kaila supported this idea  · 

  20. Calendly Integration

    43 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kaila supported this idea  · 
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