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Hollie Crabtree

← Customer Feedback for Redtail Technology

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  1. beneficiary

    20 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Hollie Crabtree supported this idea  · 

  2. professional contacts report

    21 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Hollie Crabtree commented  · 

    Not sure if you have solved this issue yet, but I think by using the membership option this will help run the report to then send broadcast emails vs. trying to use the professional contact spot in know your client section.

  3. Add social media profile columns to the Excel import template

    7 votes
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Hollie Crabtree supported this idea  · 

  4. Pull profile pictures from the new Social Media address links to use for a client's contact record profile picture.

    127 votes
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    10 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Hollie Crabtree supported this idea  · 

  5. I need to export social media addresses for my contacts!

    54 votes
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    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Hollie Crabtree supported this idea  · 

  6. Switching Family Head

    33 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Hollie Crabtree supported this idea  · 

  7. Hold Music on Helpline

    8 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Hollie Crabtree supported this idea  · 

  8. Hold Time

    7 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Hollie Crabtree supported this idea  · 
    An error occurred while saving the comment
    Hollie Crabtree commented  · 

    Currently on hold now (15 minutes in.) Yesterday was 30+ minutes on hold and last week 45 minutes on hold. Not including the time resolving the problem just the unpleasant (in my opinion) background music while on hold. Please resolve soon! I've also voted for chat as a solution.. most of the issues I have could easily be resolved with a chat with a person... you could think a technology company would have some additional technology. Just my thought.

  9. We are new to Redtail but would greatly appreciate a Calendly integration

    29 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Hollie Crabtree supported this idea  · 

  10. App/Connector for Microsoft Teams

    34 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Hollie Crabtree supported this idea  · 

  11. Redtail Support Chat

    34 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Hollie Crabtree supported this idea  · 

  12. Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.

    31 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Hollie Crabtree commented  · 

    You can setup note categories- this is how I seperate:
    Incoming/Outgoing Calls
    Dictations
    Important Info
    ETC

    You can then search for those categories through the reports section.

    To set up note categories:
    1. Click your name in top right hand corner
    2. Manage Your Account
    3. Manage Database Lists
    4. (On the right- Under Activities and Notes) Choose Categories
    5. Chose Categories
    THEN...
    Create Note Template
    Redtail has a how to guide on this one.. its very easy to understand. find it by clicking the ? on top right hand corner of CRM, Redtail Helpdesk, Type "Note Template" in the search bar and VOILA!

    An error occurred while saving the comment
    Hollie Crabtree commented  · 

    So... there is a long drawn out way to do this...
    Reports
    Notes by Contact
    Filter
    >Pick date<
    >Note Text<

  13. Addd a QUICK Advisor/Assistant To-Do-List button

    15 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Hollie Crabtree supported this idea  · 

  14. To do list

    50 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Hollie Crabtree supported this idea  · 

  15. To Do:

    28 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Hollie Crabtree supported this idea  · 

  16. To Do List

    81 votes
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Hollie Crabtree supported this idea  · 

  17. Add Revenue to the Opportunities dashboard and reports

    379 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Hollie Crabtree supported this idea  · 

  18. phonetic field for names

    97 votes
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    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Hollie Crabtree supported this idea  · 

  19. Phonetic Spelling/Pronunciation Field

    57 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Hollie Crabtree supported this idea  · 

  20. Add an option for name pronunciation

    130 votes
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    Received  ·  7 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Hollie Crabtree supported this idea  · 
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