Anonymous

← Customer Feedback for Redtail Technology

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156 results found

  1. Notes

    30 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  2. checklist

    117 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  3. Option to change the note time stamp

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

  4. Allow Customization of "Things to do today" and other widgets on Homescreen

    47 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. Add a "Team" option when assigning new Tasks/Activities

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

  6. Allow clients to self-schedule appointments directly through Redtail

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

  7. Extend Future activities view to 12 months for a client

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

  8. copy note

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

  9. review date

    13 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  10. Activities - Show On Main Page Past Due And Today's Activities

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

  11. being notified when entering a contact that is a duplicate

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

  12. Email Notifications- Activities vs. Notes

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

  13. Notes--being able to link a contact to a note you have already posted.

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

  14. browser tabs

    10 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  15. Ability for team members to see when someone is working on a task

    41 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  16. Save Before Closing Warning

    30 votes
    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  17. Hyperlink directly into activity from email notification

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

  18. Please add ability to edit notes

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

  19. Add/Remove Activity Attendees in Bulk

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

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