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Mary Snow

← Customer Feedback for Redtail Technology

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66 results found

  1. Workflow Task Display on the Today Page

    114 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Mary Snow commented  · 

    Why not just show workflow tasks on the "Activities" page too? You've got both on the calendar, surely you can put them in the same text space.

    Mary Snow supported this idea  · 

  2. **Please don't classify activities as past due until after the end date**

    103 votes
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    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Mary Snow supported this idea  · 

  3. Add an option for name pronunciation

    130 votes
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    Received  ·  7 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Mary Snow supported this idea  · 

  4. dark mode

    150 votes
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    6 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Mary Snow supported this idea  · 

  5. Highlight the current date brighter than the pale yellow being used (for the visually impaired)

    143 votes
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    13 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Mary Snow supported this idea  · 

  6. Assign Activity to Team

    149 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Mary Snow supported this idea  · 

  7. Dynamic Workflow Due Dates

    361 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Mary Snow commented  · 

    This would be a huge upgrade for workflows. Some of our workflows depend on client actions, which can not be reliably predicted. This puts the whole workflow "past due". I can go in and manually change the target date for the whole thing to get all the due dates to update, but what a hassle! It sounds like this was already an option in the previous iteration of workflows - please bring it back.

    Mary Snow supported this idea  · 

  8. Display memberships on the front page of the contact record.

    411 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Mary Snow supported this idea  · 

  9. workflow task due date

    14 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Mary Snow supported this idea  · 

  10. Show Workflow details when hovering over title

    15 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Mary Snow supported this idea  · 

  11. Collapse/Expand All options for Workflow Template Editor

    34 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Mary Snow supported this idea  · 

  12. workflow templates - pin detail to top (not left)

    13 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Mary Snow supported this idea  · 

  13. Add time stamped notes inside the workflow

    31 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Mary Snow supported this idea  · 

  14. Add a "Team" option when assigning new Tasks/Activities

    32 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Mary Snow supported this idea  · 

  15. Change to just "pronouns" instead of "preferred pronouns"

    6 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Mary Snow supported this idea  · 

  16. 24-Hour Clock | Military Time Format

    6 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Mary Snow supported this idea  · 

  17. Permission settings for Workflow Templates and Tasks

    4 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Mary Snow supported this idea  · 

  18. Good afternoon, I wanted to see if there was some formal way to request adding a time zone to the Redtail CRM? Currently the only options

    7 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Mary Snow supported this idea  · 

  19. Show Comments in the Notes

    20 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Mary Snow supported this idea  · 

  20. Please make options for memberships non-gender specific. ex: sibling instead of brother or sister.

    10 votes
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    1 comment  ·  Redtail CRM » Memberships  ·  Admin →
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    Mary Snow supported this idea  · 
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