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Connor

← Customer Feedback for Redtail Technology

My feedback

20 results found

  1. Triggers

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

  2. Activities saved as draft

    332 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  3. Option to view all activities

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

  4. Customize Email viewing permissions

    494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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    Connor supported this idea  · 

  5. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Connor supported this idea  · 

  6. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Connor supported this idea  · 

  7. Option to automatically rollover activity

    1,239 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Connor supported this idea  · 

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

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Connor supported this idea  · 

  9. copy note

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

  10. Color Options in NOTES

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

  11. Option to change the note time stamp

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

  12. Avoid repeat reminders from falling on a weekend.

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

  13. Relationship between households

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

  14. Automation link/ create Opportunity

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

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

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

  16. Dark Mode - Google has this feature. White background becomes black to help eye sight.

    44 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Connor supported this idea  · 

  17. Activities - Linking Spouse/Significant other

    49 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  · 

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

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

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

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

  20. Creating an Activity Should Send ONE Notification

    50 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Connor supported this idea  · 

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