Kaila

← Customer Feedback for Redtail Technology

My feedback

41 results found

  1. Color code or allow hiding of completed workflow tasks.

    15 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

  2. Calendar Integration with Calendly

    53 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

  3. send calendar to clients to book appointments

    57 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

  4. We are new to Redtail but would greatly appreciate a Calendly integration

    29 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

  5. Allow clients to self-schedule appointments directly through Redtail

    87 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

  6. Avoid repeat reminders from falling on a weekend.

    35 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

  7. Preview documents

    56 votes
    2 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

  8. integration with DocuSign

    49 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

  9. Imaging -

    22 votes
    0 comments  ·  Redtail Imaging  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

  10. Folders for use inside Documents

    66 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

  11. adding multiple contacts to an activity

    126 votes
    13 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

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

    28 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

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

    16 votes
    3 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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  · 

  14. cc

    14 votes
    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

  15. SYNC Calendar with Microsoft Exchange

    18 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

  16. Relationship between households

    85 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

  17. Printable Overview of Workflow Templates

    40 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

  18. Calendly Integration

    38 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

  19. allow beneficiaries to be listed on the personal profile form when printed for clients to review during a meeting

    25 votes
    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 

  20. upload pdf into email signature

    10 votes
    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Kaila supported this idea  · 
2

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