Anonymous

← Customer Feedback for Redtail Technology

My feedback

156 results found

  1. bubble stays open too long on calendar when hover over subject

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

  2. Click and Drag Activity to a Trash can

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

  3. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    81 votes
    Received  ·  9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. add dependents

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

  5. Hover for activity to see description on the contact screen

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

  6. activity

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

  7. be able to HTML email code.

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

  8. Family names

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

  9. Personal Profile

    19 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  10. Provide a link to client to schedule a meeting during a block of time on calendar

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

  11. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

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

  12. EMAIL archive needs to be in real time to serve sales team not just service team

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

  13. Form CRS Tracking at the Contact Level instead of Account Level

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

  14. In Document storage it would be helpful to set up folders to categorize different documents

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

  15. Have the ability to attach an email to another contact besides the contact that the email is sent to.

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

  16. Add 2 contacts to calendar event

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

  17. Viewing either linked notes or linked documents on completed activities

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

  18. Documents CRM

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

  19. email notification

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

  20. recurring activities

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