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Katie Young

← Customer Feedback for Redtail Technology

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8 results found

  1. Distinguishing minor children from adult children

    41 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Katie Young shared this idea  · 

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

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Katie Young supported this idea  · 

  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Katie Young supported this idea  · 

  4. PDF Orientation in Portrait or Landscape

    211 votes
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    29 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  5. Show note comments on timeline

    325 votes
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    9 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  6. calendar activities not showing the entire title

    32 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Katie Young supported this idea  · 

  7. 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

    420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Katie Young commented  · 

    Our office relies heavily on the Comments added below the original note, but I understand that it may be clutter for some other people which is why Comments no longer show in Tailwag 2.0. Would it be possible to add a preference per login to "Show all Comments" or "Hide all Comments" within the Notes section so that those of us who use them consistently don't have to click on each note to read the comments? That would be extremely helpful!

    Katie Young supported this idea  · 

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

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Katie Young supported this idea  · 

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