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← Customer Feedback for Redtail Technology

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333 results found

  1. Calendar Integration with Calendly

    50 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  2. Name in "Referred By" window be hyper-linked to Contact's Record

    42 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  3. Remove client anniversary reminder if client is terminated

    23 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Anonymous supported this idea  · 

  4. notes full page

    12 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  5. Please give us a way to modify the order of options on the left menu bar.

    19 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  6. Please give us more recurring scheduling options

    19 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  7. Redtail Support Chat

    34 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  8. Ability to Add Categories/Subjects to Personal Profile Form

    12 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  9. Timeline Update Search

    4 votes
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    0 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  10. When one activity is added it can trigger another activity to be created

    20 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  11. send calendar to clients to book appointments

    53 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  12. Bulk actions in dashboard

    6 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Anonymous supported this idea  · 

  13. MEMBERSHIP

    13 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  14. Linked Accounts for Activity customizable information

    16 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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  15. Under Activities, Displaying Both names rather than "2 Users" .

    19 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  16. Add a working "Radio" Button that can be inserted and checked in Task and Note templates

    12 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    Would love this feature! As a work-around, our office currently bullets and then bolds all the items. As they are completed, we just un-bold.

    Anonymous supported this idea  · 

  17. Divorced Couples with Children

    29 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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  18. Link a Contact to a note after it has been Created

    31 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  19. Ability to attach a screen shot when making a feedback request

    12 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  20. Activity notes in mobile app

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