Anonymous

← Customer Feedback for Redtail Technology

My feedback

156 results found

  1. Broadcast Email Font capabilities

    20 votes
    1 comment  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  2. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

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

  3. ADD SPECIFIC DATE, MONTH & YEAR TO TIMELINE (NOT LAST TUESDAY) SHOULD BE APRIL 23, 2020 AT 2:30PM

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

  4. Important Information

    88 votes
    4 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. customize today page

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

  6. "significant other, fiancee

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

  7. It would be nice to customize the home page. I don't need some of the windows.

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

  8. Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.

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

  9. Make Past Due & next 30 days... More than 30 days.

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

  10. I feel that Memberships should be on the Front of the Contact Group page.

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

  11. Seminar

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

  12. Show Attendee Status for Seminar in Contact

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

  13. Anniversary duplication

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

  14. Save an Email Template directly from Broadcast Email drafting window

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

  15. Warning when sending attachment

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

  16. Ability to send broadcast email as the advisor

    103 votes
    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  17. Add scheduled send out for broadcast email

    135 votes
    8 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  18. adding images to emails

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

  19. Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"

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

  20. Ability to Re-Organize Menu

    41 votes
    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 
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