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stephanie

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  1. 7 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    stephanie shared this idea  · 
  2. 174 votes
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  3. 104 votes
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    stephanie commented  · 

    I would like to also add, if a client's first name was entered with a space at the end "John " instead of just "John", if I search for first and last name no results will show.

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  4. 110 votes
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    stephanie commented  · 

    I hate having to open an activity to complete or delete it. Please make a right-click feature where I can right click from the calendar screen to complete, delete, or rename an activity without opening the activity page. Having to navigate to a different page is annoying since the calendar takes so long to load.

    stephanie supported this idea  · 
  5. 26 votes
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    stephanie shared this idea  · 
  6. 29 votes
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    stephanie commented  · 

    When navigating the library in Redtail Imaging, I would like to have a navigation pane with the + and - next to it so I can see the folder I am in and quickly navigate between folders. The file pathway is usually visible at the top of the window, but sometimes disappears-- for example in the "add indexes" field.

    stephanie supported this idea  · 
  7. 133 votes
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    stephanie commented  · 

    To be compliant, we have to index at least the first and last name of the client for each document. It would be nice if they would automatically index based on the linked CRM information. Also, it would be nice if it let me index it as I upload instead of making me go back in afterwards.

    stephanie supported this idea  · 
  8. 72 votes
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    stephanie supported this idea  · 
  9. 189 votes
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    stephanie supported this idea  · 
  10. 99 votes
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    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    stephanie supported this idea  · 
    stephanie shared this idea  · 
  11. 47 votes
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    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

    stephanie supported this idea  · 

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