Anonymous

← Customer Feedback for Redtail Technology

My feedback

156 results found

  1. dont delete activity when multiple users are in same activity

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

  2. Read-receipt tracking for broadcast emails

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

  3. HTML Email Tracking

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

  4. Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on

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

  5. Built-in document viewer

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

  6. Notes are NOT saved when an activity is accessed by multiple users!!!

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

  7. Multiple Attachments to Broadcast Emails

    26 votes
    4 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  8. Add Contact Name to Notification Subject Line

    90 votes
    12 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  9. Sorting in Memberships

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

  10. Notify User in Note

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

  11. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Anonymous commented  · 

    Please please please make the comments more visible! As others suggested, even if it's not possible to have them automatically displayed (though not sure why), at least make the "Comment (1)" more noticeable.
    Also, it would be helpful if we had the option to notify team members when we add the comments.

    Anonymous supported this idea  · 

  12. RMD Ages in Contact Information

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

  13. UDF Reports - Selecting Specific UDF Fields for an client we want to export into a pdf

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

  14. Multiple options for UDFs

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

  15. Add More Marital Status Options

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

  16. Contacts > Notes > Comments Notification

    119 votes
    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  17. ability to schedule a broadcast email

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

  18. Capability to delete comment

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

  19. Option to view all activities

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

  20. @mention for Note User Notification in Alerts Bell

    67 votes
    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Anonymous commented  · 

    You can use the "Notify Team" option. Our office created "teams" for each individual person so that we could do just that.

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