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← Customer Feedback for Redtail Technology

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

    10 votes
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    1 comment  ·  Redtail CRM » Memberships  ·  Admin →
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    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.

  2. Activities - Linking Spouse/Significant other

    58 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  3. Autogenerated fields based on age criteria

    39 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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  4. Notes

    31 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  5. checklist

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

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

    53 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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  8. 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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  9. Allow clients to self-schedule appointments directly through Redtail

    90 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  10. 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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  11. copy note

    44 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  12. review date

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

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

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

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

    28 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  17. browser tabs

    10 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  18. 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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  19. Save Before Closing Warning

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

    32 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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