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Anonymous

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Allow Color Coding on the Calendar by Advisor/Employee

    1,709 votes
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    138 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous commented  · 

    PLEASE add this feature. It would be so much more convenient if we could instantly differentiate which advisor is scheduled for what.

    Anonymous supported this idea  · 

  2. Calendar Blocking

    124 votes
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    7 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous supported this idea  · 

  3. Allow users to select office hours or availability on the calendar.

    39 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  4. I need additional Mail Merge Fields

    539 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Anonymous commented  · 

    We really need to make each field merge capable. It's insane we cannot merge cell phone numbers and spouse work numbers :-(

    Anonymous supported this idea  · 

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