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Diana

← Customer Feedback for Redtail Technology

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11 results found

  1. Searching Departments in Business Records

    182 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Diana commented  · 

    This was suggested back in 2012 and it hasn't been implemented yet?

  2. 2 primary email addresses

    18 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Diana supported this idea  · 

  3. Please add filter columns back to the activity by contact report

    14 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Diana supported this idea  · 
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    Diana commented  · 

    Yes! I was able to pick just the 4 or 5 columns that I needed before Tail Wag was implemented. I do not need half the columns that are now permanent fixtures in the pdf. It takes a lot of copying/pasting/deleting to get anything close to the report I was able to do previously. And when I do copy/paste, it is not in proper time sequence.

  4. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Diana supported this idea  · 

  5. Popup alert or notification to confirm when you drag a calendar event

    81 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Diana supported this idea  · 
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    Diana commented  · 

    Although attendees are notified of calendar activity time/date changes when the change is made by opening the activity window, attendees ARE NOT NOTIFIED when activity changes in the calendar are made by using drag/drop procedure. Changes made by any method need to include notifications to attendees.

  6. PDF Orientation in Portrait or Landscape

    211 votes
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    29 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  7. Professional Contacts

    31 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Diana supported this idea  · 

  8. Fix Contact Photo

    31 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Diana supported this idea  · 

  9. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Diana supported this idea  · 

  10. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Diana supported this idea  · 

  11. Assign Activity to Team

    155 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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