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Kaila

← Customer Feedback for Redtail Technology

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84 results found

  1. Avoid repeat reminders from falling on a weekend.

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

  2. Preview documents

    53 votes
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    2 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Kaila supported this idea  · 

  3. Documents- Make them Searchable using Keywords

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

  4. integration with DocuSign

    46 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Kaila supported this idea  · 

  5. Please allow email archiving to have permissions

    24 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Kaila supported this idea  · 

  6. Edit/Delete Categories

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

  7. Have the ability to "view" a pdf file instead of downloading it.

    14 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Kaila supported this idea  · 

  8. It would be very helpful if the documents stored in the client file were ordered by the most recent on top to the oldest as a default.

    27 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Kaila supported this idea  · 

  9. Imaging -

    22 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Kaila supported this idea  · 

  10. Folders for use inside Documents

    62 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Kaila supported this idea  · 

  11. DocuSign Integration with Folders/Files in RT Imaging

    9 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Kaila supported this idea  · 

  12. Please allow us to upload mail merge templates in .docx form

    6 votes
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Kaila shared this idea  · 

  13. adding multiple contacts to an activity

    120 votes
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    13 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kaila supported this idea  · 

  14. e-mail document type

    10 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Kaila supported this idea  · 

  15. Have a ##Greeting## email merge field to address a couple or individual appropriately

    30 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    Kaila supported this idea  · 

  16. add a future appointment date/time to the mail merge fields

    15 votes
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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Kaila supported this idea  · 

  17. Upload to replace existing Mail Merge Template

    6 votes
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Kaila supported this idea  · 

  18. Under Workflow Steps - Where the "Mail Merge" Option is, there should be an "E-Mail Merge" as an option

    28 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Kaila supported this idea  · 

  19. Mail Merge

    18 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Kaila supported this idea  · 

  20. Add more options than just spouse (or dependents) when creating a household - for unmarried partners, non-traditional families

    16 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Kaila commented  · 

    We have multiple couples who are not legally married, but are committed life partners who should be a household. Having "life partner" as an alternative to Married in a household would be most helpful.

    Kaila supported this idea  · 
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