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Randi

← Customer Feedback for Redtail Technology

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7 results found

  1. Please add ability to edit notes

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

  2. search bar

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

  3. past due activities view should be default view

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

  4. print note history

    13 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  · 

  5. Save Before Closing Warning

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

  6. Color Options in NOTES

    39 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Randi supported this idea  · 

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

    72 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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