Jenny Bartz

← Customer Feedback for Redtail Technology

My feedback

20 results found

  1. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    Jenny Bartz supported this idea  · 

  2. When searching text in notes, search comments as well.

    103 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Jenny Bartz supported this idea  · 

  3. make comments and linked documents part of the notes search

    34 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Jenny Bartz supported this idea  · 

  4. notes comments should be viewable on the notes screen without having to click on them

    50 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Jenny Bartz supported this idea  · 

  5. Contacts > Notes > Comments Notification

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

  6. CRS

    23 votes
    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Jenny Bartz supported this idea  · 

  7. Add Latest CRS Delivery to the Know Your Client Tab

    78 votes
    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Jenny Bartz supported this idea  · 

  8. Form CRS Tracking at the Contact Level instead of Account Level

    54 votes
    2 comments  ·  Redtail CRM » Other  ·  Admin →
    How important is this to you?
    Jenny Bartz supported this idea  · 

  9. Multiple Entries for Form CRS for documentation

    15 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Jenny Bartz supported this idea  · 

  10. Written Agreements Review Addtions

    23 votes
    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Jenny Bartz supported this idea  · 

  11. written agreement area be editable

    13 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Jenny Bartz supported this idea  · 

  12. CUSTOM EXPORT TEMPLATE

    17 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Jenny Bartz shared this idea  · 

  13. need all fields available to select from for custom reporting

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  14. Add the "Is Head of Household" field to Custom Export Template

    22 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?

  15. Custom export template family relationship

    13 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?

  16. List Management: Bulk Delete

    19 votes
    3 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?

  17. Activity Description Color Coding

    99 votes
    4 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Jenny Bartz supported this idea  · 

  18. Full date display for activities

    62 votes
    7 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Jenny Bartz supported this idea  · 

  19. Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

    87 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Jenny Bartz shared this idea  · 

  20. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Jenny Bartz supported this idea  · 
    An error occurred while saving the comment
    Jenny Bartz commented  · 

    Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

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