Randi

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Please add ability to edit notes

    26 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Randi supported this idea  · 

  2. search bar

    28 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Randi supported this idea  · 

  3. past due activities view should be default view

    16 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Randi supported this idea  · 

  4. print note history

    13 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Randi commented  · 

    YES!! I want the ability to print a notes history or export them to a PDF for printing/review.

    Randi supported this idea  · 

  5. Save Before Closing Warning

    30 votes
    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Randi supported this idea  · 

  6. Color Options in NOTES

    42 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Randi supported this idea  · 

  7. Additional family options (not in the 'Membership' page)

    75 votes
    5 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Randi commented  · 

    Please Add "Mother" to the list as well. It seems counterproductive to have parent and father but not mother. If we are going to use general terms, keep it general, if you are doing to add specifics, please makes sure ALL specifics are available.

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