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← Customer Feedback for Redtail Technology

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156 results found

  1. Notes

    30 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  2. checklist

    117 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Option to change the note time stamp

    44 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  4. Allow Customization of "Things to do today" and other widgets on Homescreen

    50 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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  5. Add a "Team" option when assigning new Tasks/Activities

    35 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. Allow clients to self-schedule appointments directly through Redtail

    87 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  7. Extend Future activities view to 12 months for a client

    10 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  8. copy note

    38 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  9. review date

    13 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  10. Activities - Show On Main Page Past Due And Today's Activities

    33 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  11. being notified when entering a contact that is a duplicate

    15 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  12. Email Notifications- Activities vs. Notes

    29 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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  13. Notes--being able to link a contact to a note you have already posted.

    22 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  14. browser tabs

    10 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  15. Ability for team members to see when someone is working on a task

    41 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  16. Save Before Closing Warning

    30 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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  17. Hyperlink directly into activity from email notification

    31 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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  18. Please add ability to edit notes

    26 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  19. Add/Remove Activity Attendees in Bulk

    18 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  20. Have the anniversary date for insurance and annuity contracts display as all-day events on the calendar similar to how client birthdays do.

    12 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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