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Randi

← Customer Feedback for Redtail Technology

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17 results found

  1. Ability to Print Family Notes

    11 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Randi shared this idea  · 

  2. Please add ability to edit notes

    17 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Randi supported this idea  · 

  3. Automations

    37 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Randi supported this idea  · 

  4. Workflow Dates Expansion

    12 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Randi shared this idea  · 

  5. search bar

    23 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Randi supported this idea  · 

  6. On Contact WorkFlows to have a column that says who the next step is assigned to.

    9 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Randi supported this idea  · 

  7. past due activities view should be default view

    13 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. print note history

    7 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    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  · 

  9. Notes e-Mail Notification - display full note

    17 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Randi shared this idea  · 

  10. Client tasks/Activities

    16 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Randi supported this idea  · 

  11. Save Before Closing Warning

    27 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Randi supported this idea  · 

  12. Have the ability to add and move notes around within the note history

    18 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Randi commented  · 

    I think this is especially important! You could still have the note dated according so the timeline adds up, but in the background you would be able to see that is was created on a certain date even though it was "backdated" to be appropriate in the timeline.

    Randi supported this idea  · 

  13. Color Options in NOTES

    36 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  14. Copy Activities to another user like you can Notes

    6 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Randi commented  · 

    In Preferences you can set up the ability to be notified when an activity is added that you are tagged in - is that what you are saying? You want notice when something gets added to your "to do"

  15. Automatic Activity after Opportunity Stage is complete - "Closed Won"

    10 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Randi shared this idea  · 

  16. Adding Custom Search Fields in Reports

    12 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Randi shared this idea  · 

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

    63 votes
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    5 comments  ·  Redtail CRM » Family  ·  Admin →
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    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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