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Jennifer

← Customer Feedback for Redtail Technology

My feedback

13 results found

  1. In Document storage it would be helpful to set up folders to categorize different documents

    21 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Jennifer supported this idea  · 

  2. Documents CRM

    27 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  3. Please allow creating Folders in document storage

    24 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  4. Link existing document to an activity or note.

    37 votes
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    2 comments  ·  Redtail CRM » Documents  ·  Admin →
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  5. It would be very helpful if the documents stored in the client file were ordered by the most recent on top to the oldest as a default.

    27 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Jennifer commented  · 

    I know it isn't the perfect solution, but if you click on "Date Added" at the top of the column, it will put them in order of when they were added. I generally double click because I am usually looking for something more recent.
    - one click: oldest to newest in descending order
    - double click: newest to oldest in descending order
    I hope this helps anyone with this issue!

  6. Dates order for documents location

    13 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Jennifer commented  · 

    Hi Kathy, I know it isn't the perfect solution, but if you click on "Date Added" at the top of the column, it will put them in order of when they were added. I generally double click because I am usually looking for something more recent.
    - one click: oldest to newest in descending order
    - double click: newest to oldest in descending order
    I hope this helps you!

  7. Attach document to template

    25 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  8. Increased RedTail Imaging Storage Display

    9 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  9. Folders for use inside Documents

    62 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  10. Integration with Microsoft Word

    4 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  11. search calendar

    2 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  12. Activity Location

    5 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  13. Go back to showing client names instead of "client birthday" on full month view pdf printout

    4 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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