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S. Thomas

← Customer Feedback for Redtail Technology

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7 results found

  1. Customize Email viewing permissions

    494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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    S. Thomas commented  · 

    Still no update on this request?? It's hard to believe a matter of this importance is getting no attention. Redtail??

    S. Thomas supported this idea  · 

  2. Accounts Information

    48 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    S. Thomas supported this idea  · 

  3. Option to view all activities

    386 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    S. Thomas supported this idea  · 

  4. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    S. Thomas supported this idea  · 

  5. When creating new activity, give users the option to make the "more details page" the default.

    782 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    S. Thomas supported this idea  · 

  6. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    S. Thomas commented  · 

    Seems so logical and simple.

    S. Thomas supported this idea  · 

  7. Open Activities from Today screen - order of Past Due

    285 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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    S. Thomas supported this idea  · 

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