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156 results found

  1. memberships

    31 votes
    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous supported this idea  · 

  2. Please make the comments on Notes more visible!

    3 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous shared this idea  · 

  3. adult children

    102 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. Setting preferences for each activity type length

    27 votes
    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. 'Assigned to' Activity Column Viewing

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

  6. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  7. Add additional fonts in broadcast emails

    22 votes
    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous supported this idea  · 

  8. Ring central

    22 votes
    2 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Anonymous supported this idea  · 

  9. UDFs should be able to be used in the advanced search feature

    19 votes
    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous supported this idea  · 

  10. Improve Document Organization

    26 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Anonymous supported this idea  · 

  11. Activity Template - Add checkboxes, fillable PDF style

    24 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  12. Pin a note feature

    21 votes
    3 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Anonymous commented  · 

    Like in the Important Information section?

  13. ability to customize on screen field options shown for advanced search results

    8 votes
    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  14. Note notification - the note populates the email

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

  15. Avoid repeat reminders from falling on a weekend.

    35 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  16. Household names and labels

    29 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  17. Show Comments in the Notes

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

  18. Please make options for memberships non-gender specific. ex: sibling instead of brother or sister.

    10 votes
    1 comment  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Anonymous commented  · 

    You have the option of creating your own custom membership fields. Go to Manage Your Account > Manage Database Lists (at the bottom of the page) > Membership Codes (on the left) and add whatever fields you want.

  19. Activities - Linking Spouse/Significant other

    49 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  20. Autogenerated fields based on age criteria

    38 votes
    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 
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