Kristin McCoy

← Customer Feedback for Redtail Technology

My feedback

15 results found

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

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Kristin McCoy supported this idea  · 

  2. When adding/updating activity being able to notify a user not just a team

    6 votes
    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Kristin McCoy supported this idea  · 

  3. Notify User

    31 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kristin McCoy supported this idea  · 

  4. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    181 votes
    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kristin McCoy supported this idea  · 

  5. Automatically Create and Email Reports to User in Recurring Schedule

    68 votes
    11 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Kristin McCoy supported this idea  · 

  6. uncomplete entire workflow

    74 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kristin McCoy supported this idea  · 

  7. Add roles to the main page for a contact

    186 votes
    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Kristin McCoy supported this idea  · 

  8. Copy Roles selection to the Spouse in a new contact

    36 votes
    2 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
    How important is this to you?
    Kristin McCoy supported this idea  · 

  9. Notes - Click Button to Add to Household

    119 votes
    7 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kristin McCoy supported this idea  · 

  10. We have annual reviews, and quarterly check-ins for each client. I would love for the ability to create more than one review per client.

    13 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kristin McCoy shared this idea  · 

  11. Client Review Revamp!!

    63 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kristin McCoy supported this idea  · 

  12. Notes--being able to link a contact to a note you have already posted.

    22 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kristin McCoy supported this idea  · 

  13. Link a Contact to a note after it has been Created

    34 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kristin McCoy supported this idea  · 

  14. link contact to note after note is posted

    38 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kristin McCoy supported this idea  · 

  15. Phonetic Spelling/Pronunciation Field

    57 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Kristin McCoy supported this idea  · 

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