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Susan Thomas

← Customer Feedback for Redtail Technology

My feedback

14 results found

  1. adult children

    85 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Susan Thomas supported this idea  · 

  2. Location on Calendar

    76 votes
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    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Susan Thomas supported this idea  · 

  3. calendar

    24 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Susan Thomas supported this idea  · 

  4. Month view on the calendar, would be great if the month view defaulted using the current week.

    20 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Susan Thomas supported this idea  · 

  5. save activity

    42 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Susan Thomas supported this idea  · 

  6. Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?poste

    7 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Susan Thomas supported this idea  · 

  7. Would be great if monthly calendar view could scroll from month to month

    9 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Susan Thomas supported this idea  · 

  8. Please have the calendar scroll to the next month, not just navigate by arrow

    28 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Susan Thomas supported this idea  · 

  9. When commenting on a note, the button to finish should say "SAVE COMMENT"

    6 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Susan Thomas supported this idea  · 

  10. Annual Review Checkbox

    54 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Susan Thomas supported this idea  · 

  11. Archiving Old Closed Clients

    23 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Susan Thomas supported this idea  · 

  12. A box in the Misc Information Tab specific for children and grandchildren and their birthdates

    25 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Susan Thomas supported this idea  · 

  13. calendar scroll

    32 votes
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    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Susan Thomas supported this idea  · 

  14. Be able to Archive an entire file.

    38 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Susan Thomas commented  · 

    We would also like to have an "archive contact" option. We had an advisor leave our office and a portion of the clients went with her. We do not want to delete the clients, as we need the information archived. But we would like to archive them so they are not showing up in our contact list.

    Susan Thomas supported this idea  · 

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