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Connor

← Customer Feedback for Redtail Technology

My feedback

17 results found

  1. Triggers

    260 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Connor supported this idea  · 

  2. Activities saved as draft

    335 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Connor supported this idea  · 

  3. Option to view all activities

    392 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Connor supported this idea  · 

  4. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Connor supported this idea  · 

  5. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Connor supported this idea  · 

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

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Connor supported this idea  · 

  7. copy note

    38 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Connor supported this idea  · 

  8. Color Options in NOTES

    52 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Connor supported this idea  · 

  9. Option to change the note time stamp

    45 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Connor supported this idea  · 

  10. Avoid repeat reminders from falling on a weekend.

    38 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Connor supported this idea  · 

  11. Relationship between households

    85 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Connor supported this idea  · 

  12. Automation link/ create Opportunity

    16 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Connor supported this idea  · 

  13. A global setting that would put spouses name in the Additional Linked Contact field automatically

    18 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Connor supported this idea  · 

  14. Activities - Linking Spouse/Significant other

    55 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    An error occurred while saving the comment
    Connor commented  · 

    At the current moment, one must go to create an activity, then select "create & edit", and then search for the spouse to add them to the activity. This is very inefficient. I would like a button that one simply selects (like selecting "all day").

    Connor supported this idea  · 

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

    803 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Connor supported this idea  · 

  16. When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.

    31 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Connor supported this idea  · 

  17. Creating an Activity Should Send ONE Notification

    53 votes
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    5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Connor supported this idea  · 

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